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Rossby Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Rossby 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 		$20.1K Buy
854
+67
+9% +$1.49K ﹤0.01% 961
2026
Q1 		$16.3K Buy
787
+284
+56% +$5.97K ﹤0.01% 1074
2025
Q4 		$9.72K Buy
503
+29
+6% +$503 ﹤0.01% 938
2025
Q3 		$7.76K Buy
474
+86
+22% +$1.38K ﹤0.01% 907
2025
Q2 		$5.86K Hold
388
– – ﹤0.01% 871
2025
Q1 		$5.39K Buy
+388
New +$5.9K ﹤0.01% 798

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

Rossby Financial's SMFG Position: Q2 2026 in Review

Rossby Financial increased its Sumitomo Mitsui Financial (SMFG) stake by 8.5% in Q2 2026, buying an estimated $1.49K and bringing the position to 854 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Rossby Financial first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Rossby Financial held 854 shares of Sumitomo Mitsui Financial worth $20.1K as of Q2 2026.
  • Rossby Financial bought 67 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.49K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #961 holding.
  • Rossby Financial first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.