PSFG
SMFG icon

Park Square Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Park Square Financial Group’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 		$6.46K Sell
274
-103
-27% -$2.29K 0.06% 108
2026
Q1 		$7.45K Sell
377
-1,252
-77% -$26.3K 0.06% 116
2025
Q4 		$23.6K Buy
1,629
+598
+58% +$10.4K 0.14% 76
2025
Q3 		$17.3K Sell
1,031
-1,350
-57% -$21.6K 0.07% 107
2025
Q2 		$36K Buy
2,381
+513
+27% +$7.38K 0.03% 358
2025
Q1 		$28.9K Sell
1,868
-487
-21% -$7.41K 0.02% 355
2024
Q4 		$34.1K Buy
+2,355
New +$32.3K 0.02% 333

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

Park Square Financial Group's SMFG Position: Q2 2026 in Review

Park Square Financial Group reduced its Sumitomo Mitsui Financial (SMFG) stake by 27% in Q2 2026, selling an estimated $2.29K and leaving 274 shares worth $6.46K. The position accounts for 0.06% of the portfolio, ranked #108.

Park Square Financial Group first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $36K in Q2 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Park Square Financial Group held 274 shares of Sumitomo Mitsui Financial worth $6.46K as of Q2 2026.
  • Park Square Financial Group sold 103 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.29K.
  • Sumitomo Mitsui Financial made up 0.06% of Park Square Financial Group's portfolio in Q2 2026, its #108 holding.
  • Park Square Financial Group first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Sumitomo Mitsui Financial position peaked at $36K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.