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Natural Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Natural Investments’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 		– Sell
-13,499
Closed -$266K – 315
2026
Q1 		$266K Sell
13,499
-1,362
-9% -$28.6K 0.07% 232
2025
Q4 		$287K Buy
14,861
+213
+1% +$3.69K 0.07% 224
2025
Q3 		$245K Buy
14,648
+202
+1% +$3.24K 0.06% 204
2025
Q2 		$218K Buy
+14,446
New +$208K 0.06% 235

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

Natural Investments's SMFG Position: Q2 2026 in Review

Natural Investments sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 13,499 shares — an estimated $266K sold.

Natural Investments first reported a position in SMFG in Q2 2025 and held it in 4 quarters. The position peaked at $287K in Q4 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Natural Investments reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Natural Investments sold 13,499 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $266K.
  • Natural Investments first reported a position in Sumitomo Mitsui Financial in Q2 2025 and held it in 4 quarters.
  • Natural Investments's Sumitomo Mitsui Financial position peaked at $287K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.