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Rothschild Investment LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Rothschild Investment LLC’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 		$67.4K Buy
2,858
+913
+47% +$20.3K ﹤0.01% 1171
2026
Q1 		$38.4K Buy
1,945
+212
+12% +$4.45K ﹤0.01% 1202
2025
Q4 		$33.5K Buy
1,733
+46
+3% +$797 ﹤0.01% 1147
2025
Q3 		$28.2K Buy
1,687
+278
+20% +$4.45K ﹤0.01% 1152
2025
Q2 		$21.3K Sell
1,409
-133
-9% -$1.91K ﹤0.01% 1006
2025
Q1 		$23.8K Buy
1,542
+34
+2% +$517 ﹤0.01% 951
2024
Q4 		$21.9K Sell
1,508
-2,142
-59% -$29.4K ﹤0.01% 980
2024
Q3 		$46.1K Buy
3,650
+276
+8% +$3.65K ﹤0.01% 794
2024
Q2 		$45.2K Buy
3,374
+2,433
+259% +$29.5K ﹤0.01% 769
2024
Q1 		$11.1K Buy
941
+250
+36% +$2.68K ﹤0.01% 1038
2023
Q4 		$6.69K Buy
+691
New +$6.7K ﹤0.01% 1043

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

Rothschild Investment LLC's SMFG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 47% in Q2 2026, buying an estimated $20.3K and bringing the position to 2,858 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Rothschild Investment LLC first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Rothschild Investment LLC held 2,858 shares of Sumitomo Mitsui Financial worth $67.4K as of Q2 2026.
  • Rothschild Investment LLC bought 913 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $20.3K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1171 holding.
  • Rothschild Investment LLC first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.