Private Trust Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Private Trust Company’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	$28K	Buy	1,187 +81	+7%	+$1.8K	﹤0.01%	1635
2026 Q1	$21.8K	Sell	1,106 -680	-38%	-$14.3K	﹤0.01%	1652
2025 Q4	$34.5K	Buy	1,786 +458	+34%	+$7.94K	﹤0.01%	1420
2025 Q3	$22.2K	Sell	1,328 -880	-40%	-$14.1K	﹤0.01%	1597
2025 Q2	$33.4K	Sell	2,208 -126	-5%	-$1.81K	﹤0.01%	1377
2025 Q1	$36.1K	Buy	2,334 +2,130	+1,044%	+$32.4K	﹤0.01%	1322
2024 Q4	$2.96K	Buy	+204	New	+$2.8K	﹤0.01%	2121
2020 Q2	–	Sell	-10,701	Closed	-$51K	–	367
2020 Q1	$51K	Sell	10,701 -90	-0.8%	-$580	0.01%	332
2019 Q4	$79K	Sell	10,791 -154	-1%	-$1.11K	0.01%	375
2019 Q3	$74K	Buy	+10,945	New	+$74.8K	0.01%	366
2014 Q4	–	Sell	-337	Closed	-$3K	–	1042
2014 Q3	$3K	Hold	337	–	–	﹤0.01%	1495
2014 Q2	$3K	Hold	337	–	–	﹤0.01%	1498
2014 Q1	$3K	Buy	+337	New	+$3.15K	﹤0.01%	1370

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Trust Company's SMFG Position: Q2 2026 in Review

Private Trust Company increased its Sumitomo Mitsui Financial (SMFG) stake by 7.3% in Q2 2026, buying an estimated $1.8K and bringing the position to 1,187 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Private Trust Company first reported a position in SMFG in Q1 2014 and has held it in 13 quarters since. The position peaked at $79K in Q4 2019. 459 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Private Trust Company held 1,187 shares of Sumitomo Mitsui Financial worth $28K as of Q2 2026.
Private Trust Company bought 81 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.8K.
Sumitomo Mitsui Financial made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1635 holding.
Private Trust Company first reported a position in Sumitomo Mitsui Financial in Q1 2014 and has held it in 13 quarters since.
Private Trust Company's Sumitomo Mitsui Financial position peaked at $79K in Q4 2019.
459 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.