PB
SMFG icon

Pinnacle Bancorp’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pinnacle Bancorp’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 		– Sell
-499
Closed -$9.86K – 939
2026
Q1 		$9.86K Hold
499
– – ﹤0.01% 715
2025
Q4 		$9.65K Hold
499
– – ﹤0.01% 705
2025
Q3 		$8.35K Hold
499
– – ﹤0.01% 754
2025
Q2 		$7.54K Buy
499
+273
+121% +$3.93K ﹤0.01% 751
2025
Q1 		$3.49K Buy
+226
New +$3.44K ﹤0.01% 814
2021
Q4 		– Sell
-798
Closed -$6K – 726
2021
Q3 		$6K Sell
798
-1,983
-71% -$13.8K ﹤0.01% 660
2021
Q2 		$19K Hold
2,781
– – 0.01% 501
2021
Q1 		$20K Buy
2,781
+2,700
+3,333% +$18.8K 0.01% 497
2020
Q4 		$1K Hold
81
– – ﹤0.01% 656
2020
Q3 		$1K Sell
81
-6,077
-99% -$34.8K ﹤0.01% 653
2020
Q2 		$35K Hold
6,158
– – 0.03% 337
2020
Q1 		$29K Hold
6,158
– – 0.02% 339
2019
Q4 		$46K Sell
6,158
-1,373
-18% -$9.88K 0.03% 316
2019
Q3 		$52K Buy
7,531
+1,373
+22% +$9.38K 0.03% 294
2019
Q2 		$43K Buy
6,158
+3,673
+148% +$26K 0.02% 333
2019
Q1 		$17K Hold
2,485
– – 0.01% 455
2018
Q4 		$16K Buy
+2,485
New +$18.6K 0.01% 461
2017
Q1 		$5K Buy
+656
New +$5.09K ﹤0.01% 569

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

Pinnacle Bancorp's SMFG Position: Q2 2026 in Review

Pinnacle Bancorp sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 499 shares — an estimated $9.86K sold.

Pinnacle Bancorp first reported a position in SMFG in Q1 2017 and held it in 18 quarters. The position peaked at $52K in Q3 2019. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Pinnacle Bancorp reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Bancorp sold 499 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $9.86K.
  • Pinnacle Bancorp first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 18 quarters.
  • Pinnacle Bancorp's Sumitomo Mitsui Financial position peaked at $52K in Q3 2019.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.