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Salomon & Ludwin’s Sumitomo Mitsui Financial SMFG Stock Holding History

Salomon & Ludwin’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 		$82.3K Buy
3,421
+1,410
+70% +$31.3K 0.01% 326
2026
Q1 		$41.1K Sell
2,011
-8
-0.4% -$168 ﹤0.01% 598
2025
Q4 		$40.1K Sell
2,019
-16
-0.8% -$277 ﹤0.01% 482
2025
Q3 		$33.7K Buy
2,035
+1,955
+2,444% +$31.3K ﹤0.01% 519
2025
Q2 		$1.21K Buy
+80
New +$1.15K ﹤0.01% 720

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

Salomon & Ludwin's SMFG Position: Q2 2026 in Review

Salomon & Ludwin increased its Sumitomo Mitsui Financial (SMFG) stake by 70% in Q2 2026, buying an estimated $31.3K and bringing the position to 3,421 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #326.

Salomon & Ludwin first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Salomon & Ludwin held 3,421 shares of Sumitomo Mitsui Financial worth $82.3K as of Q2 2026.
  • Salomon & Ludwin bought 1,410 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $31.3K.
  • Sumitomo Mitsui Financial made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #326 holding.
  • Salomon & Ludwin first reported a position in Sumitomo Mitsui Financial in Q2 2025 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.