Matthew Hamilton Rosenberg’s Sumitomo Mitsui Financial SMFG Stock Holding History

Matthew Hamilton Rosenberg’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	$90.2K	Hold	3,827	–	–	0.02%	358
2026 Q1	$75.6K	Hold	3,827	–	–	0.02%	369
2025 Q4	$74K	Hold	3,827	–	–	0.02%	369
2025 Q3	$64.1K	Hold	3,827	–	–	0.01%	389
2025 Q2	$57.8K	Hold	3,827	–	–	0.01%	417
2025 Q1	$59.2K	Hold	3,827	–	–	0.01%	397
2024 Q4	$55.5K	Sell	3,827 -1,319	-26%	-$18.1K	0.01%	406
2024 Q3	$65K	Hold	5,146	–	–	0.02%	385
2024 Q2	$69.2K	Hold	5,146	–	–	0.02%	369
2024 Q1	$58.8K	Hold	5,146	–	–	0.02%	403
2023 Q4	$49.8K	Sell	5,146 -1,384	-21%	-$13.4K	0.02%	435
2023 Q3	$64.3K	Hold	6,530	–	–	0.02%	374
2023 Q2	$56.2K	Hold	6,530	–	–	0.02%	409
2023 Q1	$52.2K	Sell	6,530 -1,171	-15%	-$9.91K	0.02%	457
2022 Q4	$61.8K	Hold	7,701	–	–	0.02%	410
2022 Q3	$42K	Hold	7,701	–	–	0.02%	481
2022 Q2	$46K	Sell	7,701 -2,655	-26%	-$16K	0.02%	479
2022 Q1	$65K	Hold	10,356	–	–	0.02%	397
2021 Q4	$70K	Buy	10,356 +6,642	+179%	+$45K	0.02%	366
2021 Q3	$26K	Hold	3,714	–	–	0.01%	479
2021 Q2	$26K	Hold	3,714	–	–	0.01%	449
2021 Q1	$27K	Hold	3,714	–	–	0.02%	410
2020 Q4	$23K	Hold	3,714	–	–	0.01%	413
2020 Q3	$21K	Hold	3,714	–	–	0.02%	394
2020 Q2	$21K	Buy	+3,714	New	+$20.1K	0.02%	419

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's SMFG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 3,827 shares worth $90.2K. The position accounts for 0.02% of the portfolio, ranked #358.

Matthew Hamilton Rosenberg first reported a position in SMFG in Q2 2020 and has held it in 25 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Matthew Hamilton Rosenberg held 3,827 shares of Sumitomo Mitsui Financial worth $90.2K as of Q2 2026.
Matthew Hamilton Rosenberg left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #358 holding.
Matthew Hamilton Rosenberg first reported a position in Sumitomo Mitsui Financial in Q2 2020 and has held it in 25 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.