Pathstone Holdings
SMFG icon

Pathstone Holdings’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pathstone Holdings’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 		$14.1M Buy
597,092
+6,438
+1% +$143K 0.04% 288
2026
Q1 		$11.7M Buy
590,654
+6,329
+1% +$133K 0.05% 294
2025
Q4 		$11.3M Buy
584,325
+46,491
+9% +$806K 0.04% 304
2025
Q3 		$9M Buy
537,834
+65,588
+14% +$1.05M 0.03% 374
2025
Q2 		$7.14M Sell
472,246
-1,208
-0.3% -$17.4K 0.03% 425
2025
Q1 		$7.32M Sell
473,454
-3,570
-0.7% -$54.3K 0.03% 431
2024
Q4 		$6.91M Buy
477,024
+8,717
+2% +$120K 0.03% 437
2024
Q3 		$5.91M Sell
468,307
-895
-0.2% -$11.8K 0.03% 495
2024
Q2 		$6.29M Buy
469,202
+45,809
+11% +$555K 0.03% 453
2024
Q1 		$4.98M Sell
423,393
-18,421
-4% -$198K 0.02% 509
2023
Q4 		$4.28M Buy
+441,814
New +$4.28M 0.02% 473

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

Pathstone Holdings's SMFG Position: Q2 2026 in Review

Pathstone Holdings increased its Sumitomo Mitsui Financial (SMFG) stake by 1.1% in Q2 2026, buying an estimated $143K and bringing the position to 597,092 shares worth $14.1M. The position accounts for 0.04% of the portfolio, ranked #288.

Pathstone Holdings first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Pathstone Holdings held 597,092 shares of Sumitomo Mitsui Financial worth $14.1M as of Q2 2026.
  • Pathstone Holdings bought 6,438 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $143K.
  • Sumitomo Mitsui Financial made up 0.04% of Pathstone Holdings's portfolio in Q2 2026, its #288 holding.
  • Pathstone Holdings first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.