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Principal Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Principal Securities’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 		$2.19M Buy
92,822
+4,580
+5% +$102K 0.03% 512
2026
Q1 		$1.74M Sell
88,242
-2,536
-3% -$53.3K 0.03% 545
2025
Q4 		$1.75M Buy
90,778
+20,239
+29% +$351K 0.03% 525
2025
Q3 		$1.18M Sell
70,539
-37,962
-35% -$608K 0.02% 621
2025
Q2 		$1.64M Buy
108,501
+12,325
+13% +$177K 0.03% 470
2025
Q1 		$1.39M Hold
96,176
– – 0.03% 447
2024
Q4 		$1.39M Buy
96,176
+16,316
+20% +$224K 0.03% 447
2024
Q3 		$1.01M Buy
79,860
+19,519
+32% +$258K 0.02% 524
2024
Q2 		$809K Buy
60,341
+9,196
+18% +$111K 0.02% 538
2024
Q1 		$602K Buy
51,145
+47,652
+1,364% +$511K 0.02% 596
2023
Q4 		$33.8K Buy
+3,493
New +$33.9K ﹤0.01% 1659

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

Principal Securities's SMFG Position: Q2 2026 in Review

Principal Securities increased its Sumitomo Mitsui Financial (SMFG) stake by 5.2% in Q2 2026, buying an estimated $102K and bringing the position to 92,822 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #512.

Principal Securities 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.

  • Principal Securities held 92,822 shares of Sumitomo Mitsui Financial worth $2.19M as of Q2 2026.
  • Principal Securities bought 4,580 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $102K.
  • Sumitomo Mitsui Financial made up 0.03% of Principal Securities's portfolio in Q2 2026, its #512 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.