PFBT
SMFG icon

Parkside Financial Bank & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Parkside Financial Bank & Trust’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 		$122K Buy
5,190
+157
+3% +$3.49K 0.01% 665
2026
Q1 		$99.4K Buy
5,033
+59
+1% +$1.24K 0.01% 685
2025
Q4 		$96.1K Sell
4,974
-267
-5% -$4.63K 0.01% 707
2025
Q3 		$87.7K Buy
5,241
+74
+1% +$1.19K 0.01% 715
2025
Q2 		$78.1K Sell
5,167
-226
-4% -$3.25K 0.01% 739
2025
Q1 		$83.4K Sell
5,393
-2,551
-32% -$38.8K 0.01% 649
2024
Q4 		$115K Buy
7,944
+1,968
+33% +$27K 0.02% 525
2024
Q3 		$75.5K Buy
5,976
+170
+3% +$2.25K 0.01% 630
2024
Q2 		$77.9K Hold
5,806
– – 0.01% 582
2024
Q1 		$68.3K Buy
5,806
+426
+8% +$4.57K 0.01% 642
2023
Q4 		$52.1K Buy
5,380
+126
+2% +$1.22K 0.01% 673
2023
Q3 		$51.8K Buy
5,254
+4,902
+1,393% +$45.3K 0.01% 599
2023
Q2 		$3.03K Buy
+352
New +$2.91K ﹤0.01% 1551
2017
Q2 		– Sell
-438
Closed -$3K – 1529
2017
Q1 		$3K Hold
438
– – ﹤0.01% 917
2016
Q4 		$3K Buy
438
+49
+13% +$356 ﹤0.01% 918
2016
Q3 		$3K Sell
389
-449
-54% -$2.91K ﹤0.01% 918
2016
Q2 		$5K Hold
838
– – ﹤0.01% 813
2016
Q1 		$5K Hold
838
– – ﹤0.01% 786
2015
Q4 		$6K Buy
838
+65
+8% +$512 ﹤0.01% 751
2015
Q3 		$6K Buy
+773
New +$6.5K ﹤0.01% 758

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

Parkside Financial Bank & Trust's SMFG Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Sumitomo Mitsui Financial (SMFG) stake by 3.1% in Q2 2026, buying an estimated $3.49K and bringing the position to 5,190 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #665.

Parkside Financial Bank & Trust first reported a position in SMFG in Q3 2015 and has held it in 20 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Parkside Financial Bank & Trust held 5,190 shares of Sumitomo Mitsui Financial worth $122K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 157 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.49K.
  • Sumitomo Mitsui Financial made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #665 holding.
  • Parkside Financial Bank & Trust first reported a position in Sumitomo Mitsui Financial in Q3 2015 and has held it in 20 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.