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Pekin Hardy Strauss’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pekin Hardy Strauss’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 		$2.98M Buy
126,375
+6,450
+5% +$143K 0.26% 99
2026
Q1 		$2.37M Buy
119,925
+5,950
+5% +$125K 0.25% 111
2025
Q4 		$2.2M Buy
113,975
+6,750
+6% +$117K 0.2% 115
2025
Q3 		$1.79M Buy
107,225
+13,375
+14% +$214K 0.18% 128
2025
Q2 		$1.42M Sell
93,850
-8,500
-8% -$122K 0.16% 136
2025
Q1 		$1.58M Buy
102,350
+3,250
+3% +$49.4K 0.19% 124
2024
Q4 		$1.44M Sell
99,100
-1,500
-1% -$20.6K 0.18% 120
2024
Q3 		$1.27M Buy
100,600
+9,500
+10% +$125K 0.16% 133
2024
Q2 		$1.22M Buy
+91,100
New +$1.1M 0.17% 131

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

Pekin Hardy Strauss's SMFG Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Sumitomo Mitsui Financial (SMFG) stake by 5.4% in Q2 2026, buying an estimated $143K and bringing the position to 126,375 shares worth $2.98M. The position accounts for 0.26% of the portfolio, ranked #99.

Pekin Hardy Strauss 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.

  • Pekin Hardy Strauss held 126,375 shares of Sumitomo Mitsui Financial worth $2.98M as of Q2 2026.
  • Pekin Hardy Strauss bought 6,450 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $143K.
  • Sumitomo Mitsui Financial made up 0.26% of Pekin Hardy Strauss's portfolio in Q2 2026, its #99 holding.
  • Pekin Hardy Strauss 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 Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.