MFG
SMFG icon

Merit Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Merit Financial 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 		$855K Buy
36,244
+7,161
+25% +$159K 0.01% 1166
2026
Q1 		$574K Buy
29,083
+2,418
+9% +$50.8K ﹤0.01% 1299
2025
Q4 		$515K Buy
26,665
+1,416
+6% +$24.5K ﹤0.01% 1296
2025
Q3 		$423K Buy
25,249
+2,311
+10% +$37K ﹤0.01% 1282
2025
Q2 		$347K Buy
22,938
+9,243
+67% +$133K ﹤0.01% 1266
2025
Q1 		$212K Buy
+13,695
New +$208K ﹤0.01% 1272

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

Merit Financial Group's SMFG Position: Q2 2026 in Review

Merit Financial Group increased its Sumitomo Mitsui Financial (SMFG) stake by 25% in Q2 2026, buying an estimated $159K and bringing the position to 36,244 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #1166.

Merit Financial Group first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Merit Financial Group held 36,244 shares of Sumitomo Mitsui Financial worth $855K as of Q2 2026.
  • Merit Financial Group bought 7,161 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $159K.
  • Sumitomo Mitsui Financial made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1166 holding.
  • Merit Financial Group first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.