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Mather Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mather Group’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 		$770K Hold
32,661
– – 0.01% 437
2026
Q1 		$645K Hold
32,661
– – 0.01% 434
2025
Q4 		$631K Sell
32,661
-48
-0.1% -$832 0.01% 361
2025
Q3 		$548K Hold
32,709
– – 0.01% 388
2025
Q2 		$494K Hold
32,709
– – 0.01% 391
2025
Q1 		$506K Hold
32,709
– – 0.01% 376
2024
Q4 		$474K Hold
32,709
– – 0.01% 374
2024
Q3 		$413K Buy
32,709
+31
+0.1% +$409 0.01% 408
2024
Q2 		$385K Sell
32,678
-82
-0.3% -$993 ﹤0.01% 471
2024
Q1 		$317K Buy
32,760
+82
+0.3% +$880 0.01% 429
2023
Q4 		$316K Hold
32,678
– – 0.01% 443
2023
Q3 		$322K Sell
32,678
-16
-0% -$148 0.01% 424
2023
Q2 		$281K Buy
32,694
+2,473
+8% +$20.4K ﹤0.01% 470
2023
Q1 		$242K Hold
30,221
– – ﹤0.01% 445
2022
Q4 		$242K Sell
30,221
-2,579
-8% -$16.4K ﹤0.01% 431
2022
Q3 		$180K Buy
+32,800
New +$198K ﹤0.01% 458
2022
Q2 		– Sell
-41,726
Closed -$262K – 466
2022
Q1 		$262K Sell
41,726
-671
-2% -$4.78K 0.01% 370
2021
Q4 		$288K Buy
+42,397
New +$287K 0.01% 303

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

Mather Group's SMFG Position: Q2 2026 in Review

Mather Group held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 32,661 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #437.

Mather Group first reported a position in SMFG in Q4 2021 and has held it in 18 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Mather Group held 32,661 shares of Sumitomo Mitsui Financial worth $770K as of Q2 2026.
  • Mather Group left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.01% of Mather Group's portfolio in Q2 2026, its #437 holding.
  • Mather Group first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 18 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.