Mercer Global Advisors
SMFG icon

Mercer Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mercer Global Advisors’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 		$4.13M Sell
175,094
-1,896
-1% -$42.1K 0.01% 971
2026
Q1 		$3.5M Sell
176,990
-7,266
-4% -$153K 0.01% 928
2025
Q4 		$3.56M Sell
184,256
-690
-0.4% -$12K 0.01% 843
2025
Q3 		$3.1M Sell
184,946
-27,896
-13% -$447K 0.01% 855
2025
Q2 		$3.22M Sell
212,842
-33,749
-14% -$485K 0.01% 711
2025
Q1 		$3.81M Buy
246,591
+61,173
+33% +$931K 0.01% 622
2024
Q4 		$2.69M Sell
185,418
-10,340
-5% -$142K 0.01% 738
2024
Q3 		$2.49M Sell
195,758
-6,175
-3% -$81.6K 0.01% 712
2024
Q2 		$2.71M Buy
201,933
+26,110
+15% +$316K 0.01% 628
2024
Q1 		$2.07M Buy
175,823
+59,576
+51% +$639K 0.01% 717
2023
Q4 		$1.13M Sell
116,247
-25,276
-18% -$245K ﹤0.01% 927
2023
Q3 		$1.39M Buy
141,523
+5,804
+4% +$53.7K 0.01% 819
2023
Q2 		$1.17M Sell
135,719
-1,887
-1% -$15.6K ﹤0.01% 894
2023
Q1 		$1.1M Sell
137,606
-24,669
-15% -$209K 0.01% 877
2022
Q4 		$1.3M Buy
162,275
+1,322
+0.8% +$8.42K 0.01% 812
2022
Q3 		$885K Sell
160,953
-24,113
-13% -$145K 0.01% 892
2022
Q2 		$1.09M Buy
185,066
+17,555
+10% +$106K 0.01% 810
2022
Q1 		$1.05M Buy
167,511
+21,086
+14% +$150K 0.01% 876
2021
Q4 		$994K Buy
146,425
+10,860
+8% +$73.6K 0.01% 887
2021
Q3 		$950K Buy
135,565
+15,136
+13% +$105K 0.01% 881
2021
Q2 		$830K Buy
120,429
+15,499
+15% +$111K 0.01% 917
2021
Q1 		$761K Buy
104,930
+1,977
+2% +$13.8K 0.01% 901
2020
Q4 		$635K Sell
102,953
-401,533
-80% -$2.36M 0.01% 777
2020
Q3 		$2.82M Buy
504,486
+42,802
+9% +$245K 0.04% 301
2020
Q2 		$2.6M Buy
461,684
+118,585
+35% +$641K 0.05% 278
2020
Q1 		$1.64M Buy
343,099
+52,046
+18% +$335K 0.04% 350
2019
Q4 		$2.16M Buy
291,053
+31,628
+12% +$228K 0.04% 321
2019
Q3 		$1.77M Buy
259,425
+31,419
+14% +$215K 0.04% 327
2019
Q2 		$1.61M Buy
228,006
+29,699
+15% +$210K 0.04% 336
2019
Q1 		$1.39M Buy
+198,307
New +$1.42M 0.05% 319

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

Mercer Global Advisors's SMFG Position: Q2 2026 in Review

Mercer Global Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 1.1% in Q2 2026, selling an estimated $42.1K and leaving 175,094 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #971.

Mercer Global Advisors first reported a position in SMFG in Q1 2019 and has held it in 30 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Mercer Global Advisors held 175,094 shares of Sumitomo Mitsui Financial worth $4.13M as of Q2 2026.
  • Mercer Global Advisors sold 1,896 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $42.1K.
  • Sumitomo Mitsui Financial made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #971 holding.
  • Mercer Global Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2019 and has held it in 30 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.