OL
SMFG icon

Optas LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Optas LLC’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 		$457K Buy
19,385
+819
+4% +$18.2K 0.06% 204
2026
Q1 		$367K Buy
18,566
+227
+1% +$4.77K 0.06% 241
2025
Q4 		$354K Buy
18,339
+2,386
+15% +$41.4K 0.06% 243
2025
Q3 		$267K Buy
15,953
+130
+0.8% +$2.08K 0.05% 288
2025
Q2 		$239K Buy
15,823
+2,813
+22% +$40.5K 0.05% 274
2025
Q1 		$201K Buy
13,010
+906
+7% +$13.8K 0.04% 283
2024
Q4 		$175K Sell
12,104
-2,145
-15% -$29.5K 0.04% 260
2024
Q3 		$180K Buy
+14,249
New +$188K 0.04% 230
2022
Q4 		– Sell
-12,395
Closed -$68K – 150
2022
Q3 		$68K Sell
12,395
-820
-6% -$4.95K 0.03% 131
2022
Q2 		$78K Buy
13,215
+730
+6% +$4.41K 0.03% 136
2022
Q1 		$78K Buy
12,485
+615
+5% +$4.38K 0.03% 147
2021
Q4 		$81K Sell
11,870
-469
-4% -$3.18K 0.02% 148
2021
Q3 		$87K Buy
12,339
+42
+0.3% +$292 0.03% 146
2021
Q2 		$84K Buy
12,297
+308
+3% +$2.21K 0.02% 146
2021
Q1 		$87K Buy
11,989
+549
+5% +$3.82K 0.03% 138
2020
Q4 		$70K Sell
11,440
-8,298
-42% -$48.7K 0.02% 135
2020
Q3 		$110K Buy
+19,738
New +$113K 0.03% 157

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Optas LLC's SMFG Position: Q2 2026 in Review

Optas LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 4.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 19,385 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #204.

Optas LLC first reported a position in SMFG in Q3 2020 and has held it in 17 quarters since. 109 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Optas LLC held 19,385 shares of Sumitomo Mitsui Financial worth $457K as of Q2 2026.
  • Optas LLC bought 819 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $18.2K.
  • Sumitomo Mitsui Financial made up 0.06% of Optas LLC's portfolio in Q2 2026, its #204 holding.
  • Optas LLC first reported a position in Sumitomo Mitsui Financial in Q3 2020 and has held it in 17 quarters since.
  • 109 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.