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MGO One Seven’s Sumitomo Mitsui Financial SMFG Stock Holding History

MGO One Seven’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 		$578K Buy
+24,507
New +$544K 0.01% 911
2025
Q2 		– Sell
-16,017
Closed -$248K – 1258
2025
Q1 		$248K Sell
16,017
-454
-3% -$6.91K 0.01% 914
2024
Q4 		$239K Buy
16,471
+5,352
+48% +$73.5K 0.01% 944
2024
Q3 		$140K Sell
11,119
-1,160
-9% -$15.3K 0.01% 957
2024
Q2 		$165K Buy
+12,279
New +$149K 0.01% 921
2019
Q1 		– Sell
-4,241
Closed -$27K – 1444
2018
Q4 		$27K Buy
+4,241
New +$31.7K 0.01% 822
2018
Q1 		$49K Buy
5,785
+61
+1% +$545 0.02% 614
2017
Q4 		$50K Buy
+5,724
New +$46.4K 0.02% 614

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

MGO One Seven's SMFG Position: Q2 2026 in Review

MGO One Seven opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 24,507 shares worth $578K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: MGO One Seven previously reported a position in SMFG as recently as Q1 2025.

MGO One Seven first reported a position in SMFG in Q4 2017 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • MGO One Seven held 24,507 shares of Sumitomo Mitsui Financial worth $578K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new MGO One Seven position in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #911 holding.
  • MGO One Seven first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 8 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.