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
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return