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NBC Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

NBC Securities’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 		$56.1K Sell
2,378
-359
-13% -$7.97K ﹤0.01% 1252
2026
Q1 		$54.1K Sell
2,737
-860
-24% -$18.1K ﹤0.01% 1288
2025
Q4 		$69.5K Buy
3,597
+823
+30% +$14.3K 0.01% 1209
2025
Q3 		$46.4K Buy
2,774
+823
+42% +$13.2K ﹤0.01% 1356
2025
Q2 		$29K Buy
1,951
+649
+50% +$9.33K ﹤0.01% 1544
2025
Q1 		$20K Buy
1,302
+1,301
+130,100% +$19.8K ﹤0.01% 1486
2024
Q4 		$18 Sell
1
-1,292
-100% -$17.7K ﹤0.01% 1156
2024
Q3 		$16K Sell
1,293
-198
-13% -$2.62K ﹤0.01% 1592
2024
Q2 		$19K Sell
1,491
-1,123
-43% -$13.6K ﹤0.01% 1478
2024
Q1 		$31K Sell
2,614
-114
-4% -$1.22K ﹤0.01% 1303
2023
Q4 		$26K Sell
2,728
-7,026
-72% -$68.1K ﹤0.01% 1375
2023
Q3 		$96K Buy
+9,754
New +$90.2K 0.01% 946

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

NBC Securities's SMFG Position: Q2 2026 in Review

NBC Securities reduced its Sumitomo Mitsui Financial (SMFG) stake by 13% in Q2 2026, selling an estimated $7.97K and leaving 2,378 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

NBC Securities first reported a position in SMFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $96K in Q3 2023. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • NBC Securities held 2,378 shares of Sumitomo Mitsui Financial worth $56.1K as of Q2 2026.
  • NBC Securities sold 359 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $7.97K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1252 holding.
  • NBC Securities first reported a position in Sumitomo Mitsui Financial in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Sumitomo Mitsui Financial position peaked at $96K in Q3 2023.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.