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RNC Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

RNC Capital 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 		$834K Sell
35,379
-11,820
-25% -$262K 0.03% 115
2026
Q1 		$932K Sell
47,199
-70
-0.1% -$1.47K 0.04% 104
2025
Q4 		$914K Buy
47,269
+1,913
+4% +$33.2K 0.04% 102
2025
Q3 		$759K Buy
45,356
+3,593
+9% +$57.6K 0.03% 109
2025
Q2 		$631K Buy
41,763
+4,955
+13% +$71.3K 0.03% 115
2025
Q1 		$569K Buy
36,808
+588
+2% +$8.94K 0.03% 110
2024
Q4 		$525K Sell
36,220
-995
-3% -$13.7K 0.03% 113
2024
Q3 		$499K Hold
37,215
– – 0.03% 112
2024
Q2 		$499K Sell
37,215
-650
-2% -$7.87K 0.03% 112
2024
Q1 		$446K Sell
37,865
-245
-0.6% -$2.63K 0.03% 117
2023
Q4 		$369K Hold
38,110
– – 0.02% 117
2023
Q3 		$375K Sell
38,110
-440
-1% -$4.07K 0.02% 117
2023
Q2 		$332K Sell
38,550
-1,100
-3% -$9.09K 0.02% 147
2023
Q1 		$317K Buy
39,650
+650
+2% +$5.5K 0.02% 151
2022
Q4 		$313K Sell
39,000
-7,300
-16% -$46.5K 0.02% 147
2022
Q3 		$255K Sell
46,300
-1,800
-4% -$10.9K 0.02% 153
2022
Q2 		$284K Sell
48,100
-2,300
-5% -$13.9K 0.02% 155
2022
Q1 		$316K Buy
50,400
+1,900
+4% +$13.5K 0.02% 154
2021
Q4 		$329K Buy
48,500
+13,050
+37% +$88.4K 0.02% 152
2021
Q3 		$249K Buy
35,450
+3,600
+11% +$25.1K 0.01% 162
2021
Q2 		$219K Buy
31,850
+10,375
+48% +$74.4K 0.01% 160
2021
Q1 		$156K Buy
21,475
+2,950
+16% +$20.5K 0.01% 146
2020
Q4 		$114K Buy
+18,525
New +$109K 0.01% 142

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

RNC Capital Management's SMFG Position: Q2 2026 in Review

RNC Capital Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 25% in Q2 2026, selling an estimated $262K and leaving 35,379 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #115.

RNC Capital Management first reported a position in SMFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $932K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • RNC Capital Management held 35,379 shares of Sumitomo Mitsui Financial worth $834K as of Q2 2026.
  • RNC Capital Management sold 11,820 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $262K.
  • Sumitomo Mitsui Financial made up 0.03% of RNC Capital Management's portfolio in Q2 2026, its #115 holding.
  • RNC Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2020 and has held it in 23 quarters since.
  • RNC Capital Management's Sumitomo Mitsui Financial position peaked at $932K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on RNC Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.