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&Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

&Partners’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 		$8.64M Sell
366,043
-474
-0.1% -$10.5K 0.04% 422
2026
Q1 		$7.07M Buy
366,517
+14,911
+4% +$313K 0.04% 432
2025
Q4 		$6.8M Buy
351,606
+55,190
+19% +$957K 0.04% 400
2025
Q3 		$5.04M Buy
296,416
+43,461
+17% +$696K 0.03% 419
2025
Q2 		$3.8M Buy
252,955
+93,000
+58% +$1.34M 0.03% 447
2025
Q1 		$2.57M Buy
159,955
+23,711
+17% +$361K 0.03% 454
2024
Q4 		$1.98M Buy
136,244
+62,945
+86% +$865K 0.02% 506
2024
Q3 		$925K Buy
73,299
+42,689
+139% +$564K 0.02% 596
2024
Q2 		$410K Buy
+30,610
New +$371K 0.02% 610

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

&Partners's SMFG Position: Q2 2026 in Review

&Partners reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.13% in Q2 2026, selling an estimated $10.5K and leaving 366,043 shares worth $8.64M. The position accounts for 0.04% of the portfolio, ranked #422.

&Partners first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • &Partners held 366,043 shares of Sumitomo Mitsui Financial worth $8.64M as of Q2 2026.
  • &Partners sold 474 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $10.5K.
  • Sumitomo Mitsui Financial made up 0.04% of &Partners's portfolio in Q2 2026, its #422 holding.
  • &Partners first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.