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Mattson Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mattson Financial Services’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 		$354K Buy
13,694
+250
+2% +$5.55K 0.07% 169
2026
Q1 		$266K Buy
+13,444
New +$282K 0.06% 201
2025
Q2 		– Sell
-88
Closed -$1.36K – 314
2025
Q1 		$1.36K Buy
+88
New +$1.34K ﹤0.01% 297

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

Mattson Financial Services's SMFG Position: Q2 2026 in Review

Mattson Financial Services increased its Sumitomo Mitsui Financial (SMFG) stake by 1.9% in Q2 2026, buying an estimated $5.55K and bringing the position to 13,694 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #169.

Mattson Financial Services first reported a position in SMFG in Q1 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Mattson Financial Services held 13,694 shares of Sumitomo Mitsui Financial worth $354K as of Q2 2026.
  • Mattson Financial Services bought 250 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $5.55K.
  • Sumitomo Mitsui Financial made up 0.07% of Mattson Financial Services's portfolio in Q2 2026, its #169 holding.
  • Mattson Financial Services first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.