PSP
SMFG icon

Principal Street Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Principal Street Partners’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 		$695K Hold
29,475
– – 0.1% 120
2026
Q1 		$582K Hold
29,475
– – 0.1% 128
2025
Q4 		$570K Hold
29,475
– – 0.1% 126
2025
Q3 		$493K Sell
29,475
-28,793
-49% -$461K 0.08% 135
2025
Q2 		$880K Buy
58,268
+29,134
+100% +$419K 0.09% 135
2025
Q1 		$450K Hold
29,134
– – 0.08% 134
2024
Q4 		$422K Hold
29,134
– – 0.08% 135
2024
Q3 		$391K Hold
29,134
– – 0.06% 160
2024
Q2 		$391K Hold
29,134
– – 0.07% 154
2024
Q1 		$338K Hold
29,134
– – 0.06% 168
2023
Q4 		$282K Sell
29,134
-28,764
-50% -$279K 0.07% 167
2023
Q3 		$570K Buy
57,898
+28,949
+100% +$268K 0.11% 132
2023
Q2 		$249K Buy
28,949
+1,552
+6% +$12.8K 0.06% 188
2023
Q1 		$219K Buy
27,397
+367
+1% +$3.11K 0.06% 203
2022
Q4 		$217K Buy
27,030
+3,938
+17% +$25.1K 0.05% 212
2022
Q3 		$127K Buy
23,092
+8,080
+54% +$48.7K 0.03% 195
2022
Q2 		$89K Buy
+15,012
New +$90.7K 0.02% 202

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 Street Partners's SMFG Position: Q2 2026 in Review

Principal Street Partners held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 29,475 shares worth $695K. The position accounts for 0.1% of the portfolio, ranked #120.

Principal Street Partners first reported a position in SMFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $880K in Q2 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Principal Street Partners held 29,475 shares of Sumitomo Mitsui Financial worth $695K as of Q2 2026.
  • Principal Street Partners left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.1% of Principal Street Partners's portfolio in Q2 2026, its #120 holding.
  • Principal Street Partners first reported a position in Sumitomo Mitsui Financial in Q2 2022 and has held it in 17 quarters since.
  • Principal Street Partners's Sumitomo Mitsui Financial position peaked at $880K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.