MCM
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Manchester Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Manchester Capital Management’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.5K Hold
3,752
– – 0.01% 408
2026
Q1 		$74.1K Hold
3,752
– – 0.01% 417
2025
Q4 		$72.5K Buy
3,752
+3,538
+1,653% +$61.3K 0.01% 425
2025
Q3 		$3.58K Hold
214
– – ﹤0.01% 999
2025
Q2 		$3.23K Buy
214
+144
+206% +$2.07K ﹤0.01% 950
2025
Q1 		$1.08K Hold
70
– – ﹤0.01% 1044
2024
Q4 		$1.01K Sell
70
-282
-80% -$3.87K ﹤0.01% 1039
2024
Q3 		$4.45K Sell
352
-177
-33% -$2.34K ﹤0.01% 910
2024
Q2 		$7.09K Hold
529
– – ﹤0.01% 803
2024
Q1 		$6.23K Hold
529
– – ﹤0.01% 700
2023
Q4 		$5.12K Sell
529
-335
-39% -$3.25K ﹤0.01% 696
2023
Q3 		$8.51K Hold
864
– – ﹤0.01% 600
2023
Q2 		$7.43K Sell
864
-983
-53% -$8.12K ﹤0.01% 576
2023
Q1 		$14.8K Hold
1,847
– – ﹤0.01% 518
2022
Q4 		$14.8K Sell
1,847
-263
-12% -$1.68K ﹤0.01% 437
2022
Q3 		$12K Buy
+2,110
New +$12.7K ﹤0.01% 441
2022
Q2 		– Sell
-1,620
Closed -$10K – 1125
2022
Q1 		$10K Sell
1,620
-214
-12% -$1.52K ﹤0.01% 541
2021
Q4 		$12K Buy
1,834
+20
+1% +$135 ﹤0.01% 546
2021
Q3 		$13K Buy
1,814
+1,151
+174% +$8.01K ﹤0.01% 563
2021
Q2 		$5K Buy
+663
New +$4.75K ﹤0.01% 576
2019
Q1 		– Sell
-2,336
Closed -$18K – 663
2018
Q4 		$18K Hold
2,336
– – ﹤0.01% 424
2018
Q3 		$19K Hold
2,336
– – ﹤0.01% 428
2018
Q2 		$18K Buy
+2,336
New +$19.4K ﹤0.01% 437
2015
Q1 		– Sell
-13,730
Closed -$100K – 831
2014
Q4 		$100K Sell
13,730
-6,542
-32% -$49.6K 0.01% 549
2014
Q3 		$166K Buy
20,272
+4,442
+28% +$36.4K 0.02% 401
2014
Q2 		$134K Buy
+15,830
New +$130K 0.02% 489

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manchester Capital Management's SMFG Position: Q2 2026 in Review

Manchester Capital Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 3,752 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #408.

Manchester Capital Management first reported a position in SMFG in Q2 2014 and has held it in 26 quarters since. The position peaked at $166K in Q3 2014. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Manchester Capital Management held 3,752 shares of Sumitomo Mitsui Financial worth $88.5K as of Q2 2026.
  • Manchester Capital Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.01% of Manchester Capital Management's portfolio in Q2 2026, its #408 holding.
  • Manchester Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2014 and has held it in 26 quarters since.
  • Manchester Capital Management's Sumitomo Mitsui Financial position peaked at $166K in Q3 2014.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.