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Perigon Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Perigon Wealth Management’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 		$265K Buy
+11,218
New +$249K ﹤0.01% 1198
2024
Q3 		– Sell
-10,679
Closed -$143K – 1027
2024
Q2 		$143K Buy
+10,679
New +$129K ﹤0.01% 832
2017
Q1 		– Sell
-4,220
Closed -$32K – 696
2016
Q4 		$32K Hold
4,220
– – 0.01% 405
2016
Q3 		$28K Buy
+4,220
New +$27.4K 0.01% 360

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

Perigon Wealth Management's SMFG Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 11,218 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in SMFG as recently as Q2 2024.

Perigon Wealth Management first reported a position in SMFG in Q3 2016 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Perigon Wealth Management held 11,218 shares of Sumitomo Mitsui Financial worth $265K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Perigon Wealth Management position in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1198 holding.
  • Perigon Wealth Management first reported a position in Sumitomo Mitsui Financial in Q3 2016 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.