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Ritholtz Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ritholtz Wealth 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 		$3.29M Buy
139,625
+3,301
+2% +$73.3K 0.05% 285
2026
Q1 		$2.69M Buy
136,324
+8,672
+7% +$182K 0.05% 303
2025
Q4 		$2.47M Buy
127,652
+1,458
+1% +$25.3K 0.05% 297
2025
Q3 		$2.11M Sell
126,194
-1,141
-0.9% -$18.3K 0.04% 317
2025
Q2 		$1.92M Sell
127,335
-10,583
-8% -$152K 0.04% 300
2025
Q1 		$2.13M Sell
137,918
-17,925
-12% -$273K 0.06% 240
2024
Q4 		$2.26M Sell
155,843
-11,550
-7% -$159K 0.07% 205
2024
Q3 		$2.11M Buy
167,393
+7,780
+5% +$103K 0.06% 217
2024
Q2 		$2.14M Buy
159,613
+41,407
+35% +$502K 0.07% 191
2024
Q1 		$1.39M Buy
118,206
+16,615
+16% +$178K 0.05% 272
2023
Q4 		$983K Buy
101,591
+11,186
+12% +$108K 0.04% 321
2023
Q3 		$890K Buy
90,405
+25,374
+39% +$235K 0.04% 316
2023
Q2 		$559K Buy
65,031
+11,977
+23% +$99K 0.03% 409
2023
Q1 		$424K Buy
53,054
+4,537
+9% +$38.4K 0.02% 444
2022
Q4 		$389K Buy
48,517
+6,306
+15% +$40.2K 0.02% 410
2022
Q3 		$232K Sell
42,211
-91
-0.2% -$549 0.01% 620
2022
Q2 		$250K Sell
42,302
-101,331
-71% -$612K 0.02% 452
2022
Q1 		$901K Sell
143,633
-18,635
-11% -$133K 0.06% 201
2021
Q4 		$1.1M Buy
162,268
+32,406
+25% +$219K 0.07% 156
2021
Q3 		$910K Buy
129,862
+22,841
+21% +$159K 0.06% 163
2021
Q2 		$737K Buy
107,021
+32,918
+44% +$236K 0.05% 192
2021
Q1 		$537K Buy
74,103
+27,168
+58% +$189K 0.04% 193
2020
Q4 		$290K Buy
46,935
+428
+0.9% +$2.51K 0.03% 259
2020
Q3 		$260K Buy
46,507
+5,288
+13% +$30.3K 0.03% 230
2020
Q2 		$232K Buy
41,219
+27,308
+196% +$148K 0.03% 218
2020
Q1 		$67K Buy
+13,911
New +$89.6K 0.01% 158

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

Ritholtz Wealth Management's SMFG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 2.4% in Q2 2026, buying an estimated $73.3K and bringing the position to 139,625 shares worth $3.29M. The position accounts for 0.05% of the portfolio, ranked #285.

Ritholtz Wealth Management first reported a position in SMFG in Q1 2020 and has held it in 26 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Ritholtz Wealth Management held 139,625 shares of Sumitomo Mitsui Financial worth $3.29M as of Q2 2026.
  • Ritholtz Wealth Management bought 3,301 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $73.3K.
  • Sumitomo Mitsui Financial made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Ritholtz Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2020 and has held it in 26 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.