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Richardson Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Richardson Financial Services’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 		$100K Buy
4,246
+408
+11% +$9.06K 0.06% 234
2026
Q1 		$75.8K Sell
3,838
-204
-5% -$4.29K 0.05% 251
2025
Q4 		$78.1K Buy
4,042
+411
+11% +$7.12K 0.03% 252
2025
Q3 		$60.8K Buy
3,631
+54
+2% +$865 0.04% 265
2025
Q2 		$54K Buy
3,577
+32
+0.9% +$460 0.04% 249
2025
Q1 		$54.8K Buy
3,545
+49
+1% +$745 0.04% 237
2024
Q4 		$50.9K Buy
3,496
+940
+37% +$12.9K 0.04% 255
2024
Q3 		$34.2K Buy
2,556
+43
+2% +$568 0.02% 290
2024
Q2 		$33.7K Buy
2,513
+23
+0.9% +$279 0.02% 277
2024
Q1 		$29.3K Buy
+2,490
New +$26.7K 0.02% 303

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

Richardson Financial Services's SMFG Position: Q2 2026 in Review

Richardson Financial Services increased its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q2 2026, buying an estimated $9.06K and bringing the position to 4,246 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #234.

Richardson Financial Services first reported a position in SMFG in Q1 2024 and has held it in 10 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Richardson Financial Services held 4,246 shares of Sumitomo Mitsui Financial worth $100K as of Q2 2026.
  • Richardson Financial Services bought 408 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $9.06K.
  • Sumitomo Mitsui Financial made up 0.06% of Richardson Financial Services's portfolio in Q2 2026, its #234 holding.
  • Richardson Financial Services first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 10 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.