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Sanctuary Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sanctuary Advisors’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 		$870K Buy
36,899
+14,902
+68% +$331K ﹤0.01% 1559
2026
Q1 		$434K Buy
21,997
+6,483
+42% +$136K ﹤0.01% 1875
2025
Q4 		$300K Buy
15,514
+1,555
+11% +$27K ﹤0.01% 2013
2025
Q3 		$234K Buy
13,959
+975
+8% +$15.6K ﹤0.01% 2166
2025
Q2 		$196K Sell
12,984
-1,551
-11% -$22.3K ﹤0.01% 2187
2025
Q1 		$225K Sell
14,535
-15,485
-52% -$236K ﹤0.01% 1970
2024
Q4 		$456K Buy
30,020
+1,772
+6% +$24.3K ﹤0.01% 1736
2024
Q3 		$403K Buy
28,248
+8,488
+43% +$112K ﹤0.01% 1829
2024
Q2 		$222K Buy
+19,760
New +$239K ﹤0.01% 2125

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

Sanctuary Advisors's SMFG Position: Q2 2026 in Review

Sanctuary Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 68% in Q2 2026, buying an estimated $331K and bringing the position to 36,899 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Sanctuary Advisors first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Sanctuary Advisors held 36,899 shares of Sumitomo Mitsui Financial worth $870K as of Q2 2026.
  • Sanctuary Advisors bought 14,902 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $331K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1559 holding.
  • Sanctuary Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.