Raymond James Financial
SMFG icon

Raymond James Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Raymond James Financial’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 		$10.6M Buy
450,625
+48,314
+12% +$1.07M ﹤0.01% 2098
2026
Q1 		$7.91M Buy
402,311
+71,794
+22% +$1.51M ﹤0.01% 2206
2025
Q4 		$6.39M Buy
330,517
+92,532
+39% +$1.6M ﹤0.01% 2312
2025
Q3 		$3.98M Buy
237,985
+74,119
+45% +$1.19M ﹤0.01% 2628
2025
Q2 		$2.48M Buy
163,866
+44,233
+37% +$636K ﹤0.01% 2909
2025
Q1 		$1.85M Buy
119,633
+10,214
+9% +$155K ﹤0.01% 3044
2024
Q4 		$1.59M Buy
+109,419
New +$1.5M ﹤0.01% 3134

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 22.9% 1-Year Est. Return

Raymond James Financial's SMFG Position: Q2 2026 in Review

Raymond James Financial increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q2 2026, buying an estimated $1.07M and bringing the position to 450,625 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Raymond James Financial first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Raymond James Financial held 450,625 shares of Sumitomo Mitsui Financial worth $10.6M as of Q2 2026.
  • Raymond James Financial bought 48,314 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.07M.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2098 holding.
  • Raymond James Financial first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 7 quarters since.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.