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Sage Rhino Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sage Rhino Capital’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 		$804K Buy
34,090
+103
+0.3% +$2.29K 0.13% 115
2026
Q1 		$671K Sell
33,987
-144
-0.4% -$3.02K 0.13% 120
2025
Q4 		$660K Sell
34,131
-996
-3% -$17.3K 0.12% 125
2025
Q3 		$588K Sell
35,127
-256
-0.7% -$4.1K 0.11% 134
2025
Q2 		$535K Sell
35,383
-376
-1% -$5.41K 0.11% 131
2025
Q1 		$553K Sell
35,759
-663
-2% -$10.1K 0.13% 120
2024
Q4 		$528K Sell
36,422
-705
-2% -$9.68K 0.12% 125
2024
Q3 		$469K Buy
37,127
+174
+0.5% +$2.3K 0.1% 144
2024
Q2 		$496K Sell
36,953
-51
-0.1% -$618 0.12% 129
2024
Q1 		$436K Buy
37,004
+999
+3% +$10.7K 0.1% 140
2023
Q4 		$349K Sell
36,005
-766
-2% -$7.42K 0.09% 146
2023
Q3 		$362K Buy
36,771
+1,172
+3% +$10.8K 0.1% 143
2023
Q2 		$306K Buy
35,599
+515
+1% +$4.25K 0.09% 158
2023
Q1 		$281K Buy
35,084
+889
+3% +$7.52K 0.08% 166
2022
Q4 		$274K Sell
34,195
-1,997
-6% -$12.7K 0.09% 168
2022
Q3 		$199K Sell
36,192
-122
-0.3% -$736 0.08% 171
2022
Q2 		$214K Sell
36,314
-329
-0.9% -$1.99K 0.08% 176
2022
Q1 		$230K Buy
36,643
+379
+1% +$2.7K 0.07% 190
2021
Q4 		$246K Buy
36,264
+1,397
+4% +$9.46K 0.07% 191
2021
Q3 		$244K Sell
34,867
-448
-1% -$3.12K 0.07% 166
2021
Q2 		$243K Buy
35,315
+1,616
+5% +$11.6K 0.07% 169
2021
Q1 		$244K Buy
33,699
+667
+2% +$4.65K 0.08% 152
2020
Q4 		$204K Buy
33,032
+311
+1% +$1.82K 0.08% 160
2020
Q3 		$183K Buy
32,721
+2,960
+10% +$17K 0.09% 152
2020
Q2 		$167K Buy
29,761
+7,657
+35% +$41.4K 0.09% 147
2020
Q1 		$106K Buy
22,104
+4,670
+27% +$30.1K 0.08% 125
2019
Q4 		$128K Buy
17,434
+1,495
+9% +$10.8K 0.07% 149
2019
Q3 		$109K Sell
15,939
-6,115
-28% -$41.8K 0.07% 139
2019
Q2 		$156K Buy
22,054
+1,704
+8% +$12.1K 0.1% 125
2019
Q1 		$143K Buy
+20,350
New +$146K 0.09% 120

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

Sage Rhino Capital's SMFG Position: Q2 2026 in Review

Sage Rhino Capital increased its Sumitomo Mitsui Financial (SMFG) stake by 0.3% in Q2 2026, buying an estimated $2.29K and bringing the position to 34,090 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #115.

Sage Rhino Capital first reported a position in SMFG in Q1 2019 and has held it in 30 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Sage Rhino Capital held 34,090 shares of Sumitomo Mitsui Financial worth $804K as of Q2 2026.
  • Sage Rhino Capital bought 103 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.29K.
  • Sumitomo Mitsui Financial made up 0.13% of Sage Rhino Capital's portfolio in Q2 2026, its #115 holding.
  • Sage Rhino Capital first reported a position in Sumitomo Mitsui Financial in Q1 2019 and has held it in 30 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.