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Naviter Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Naviter Wealth’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 		$4.12M Buy
172,721
+36,776
+27% +$817K 0.37% 61
2026
Q1 		$2.68M Buy
135,945
+4,108
+3% +$86.3K 0.34% 70
2025
Q4 		$2.55M Sell
131,837
-24,719
-16% -$428K 0.33% 70
2025
Q3 		$2.62M Buy
156,556
+5,525
+4% +$88.5K 0.31% 82
2025
Q2 		$2.28M Buy
151,031
+5,911
+4% +$85K 0.28% 95
2025
Q1 		$2.29M Buy
145,120
+2,304
+2% +$35K 0.28% 95
2024
Q4 		$2.07M Buy
142,816
+4,671
+3% +$64.2K 0.25% 110
2024
Q3 		$1.74M Sell
138,145
-5,377
-4% -$71K 0.24% 117
2024
Q2 		$1.92M Buy
143,522
+10,276
+8% +$124K 0.29% 100
2024
Q1 		$1.57M Buy
133,246
+17,557
+15% +$188K 0.26% 114
2023
Q4 		$1.12M Buy
115,689
+23,366
+25% +$227K 0.23% 119
2023
Q3 		$909K Buy
92,323
+4,658
+5% +$43.1K 0.22% 116
2023
Q2 		$754K Buy
87,665
+10,521
+14% +$86.9K 0.19% 135
2023
Q1 		$617K Buy
77,144
+8,723
+13% +$73.8K 0.22% 131
2022
Q4 		$595K Buy
68,421
+3,528
+5% +$22.5K 0.16% 137
2022
Q3 		$357K Buy
64,893
+2,767
+4% +$16.7K 0.15% 150
2022
Q2 		$367K Buy
+62,126
New +$375K 0.15% 149

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

Naviter Wealth's SMFG Position: Q2 2026 in Review

Naviter Wealth increased its Sumitomo Mitsui Financial (SMFG) stake by 27% in Q2 2026, buying an estimated $817K and bringing the position to 172,721 shares worth $4.12M. The position accounts for 0.37% of the portfolio, ranked #61.

Naviter Wealth first reported a position in SMFG in Q2 2022 and has held it in 17 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Naviter Wealth held 172,721 shares of Sumitomo Mitsui Financial worth $4.12M as of Q2 2026.
  • Naviter Wealth bought 36,776 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $817K.
  • Sumitomo Mitsui Financial made up 0.37% of Naviter Wealth's portfolio in Q2 2026, its #61 holding.
  • Naviter Wealth first reported a position in Sumitomo Mitsui Financial in Q2 2022 and has held it in 17 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.