Ramirez Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ramirez Asset 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	$10.5M	Buy	446,780 +43,969	+11%	+$976K	1.1%	25
2026 Q1	$7.99M	Sell	402,811 -307,842	-43%	-$6.47M	0.96%	30
2025 Q4	$13.7M	Buy	710,653 +24,383	+4%	+$423K	1.81%	6
2025 Q3	$11.5M	Buy	686,270 +180,399	+36%	+$2.89M	1.6%	8
2025 Q2	$7.64M	Buy	505,871 +96,473	+24%	+$1.39M	1.16%	18
2025 Q1	$6.33M	Sell	409,398 -39,616	-9%	-$603K	1.32%	14
2024 Q4	$6.51M	Buy	449,014 +14,004	+3%	+$192K	1.31%	15
2024 Q3	$5.49M	Buy	435,010 +13,302	+3%	+$176K	1.05%	24
2024 Q2	$5.66M	Sell	421,708 -27,585	-6%	-$334K	1.15%	22
2024 Q1	$5.29M	Buy	449,293 +75,126	+20%	+$806K	1.07%	21
2023 Q4	$3.62M	Sell	374,167 -5,415	-1%	-$52.5K	0.73%	43
2023 Q3	$3.74M	Buy	+379,582	New	+$3.51M	0.8%	35

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

Ramirez Asset Management's SMFG Position: Q2 2026 in Review

Ramirez Asset Management increased its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q2 2026, buying an estimated $976K and bringing the position to 446,780 shares worth $10.5M. The position accounts for 1.1% of the portfolio, ranked #25.

Ramirez Asset Management first reported a position in SMFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q4 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Ramirez Asset Management held 446,780 shares of Sumitomo Mitsui Financial worth $10.5M as of Q2 2026.
Ramirez Asset Management bought 43,969 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $976K.
Sumitomo Mitsui Financial made up 1.1% of Ramirez Asset Management's portfolio in Q2 2026, its #25 holding.
Ramirez Asset Management first reported a position in Sumitomo Mitsui Financial in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's Sumitomo Mitsui Financial position peaked at $13.7M in Q4 2025.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.