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Savant Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Savant 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 		$1.18M Buy
54,021
+24,658
+84% +$548K ﹤0.01% 811
2026
Q1 		$580K Buy
29,363
+5,642
+24% +$119K ﹤0.01% 835
2025
Q4 		$459K Buy
23,721
+6,102
+35% +$106K ﹤0.01% 872
2025
Q3 		$295K Buy
17,619
+85
+0.5% +$1.36K ﹤0.01% 1039
2025
Q2 		$265K Sell
17,534
-1,319
-7% -$19K ﹤0.01% 1003
2025
Q1 		$291K Sell
18,853
-922
-5% -$14K ﹤0.01% 851
2024
Q4 		$287K Buy
19,775
+8,778
+80% +$121K ﹤0.01% 1136
2024
Q3 		$139K Sell
10,997
-4,130
-27% -$54.5K ﹤0.01% 1321
2024
Q2 		$203K Buy
+15,127
New +$183K ﹤0.01% 1135

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

Savant Capital's SMFG Position: Q2 2026 in Review

Savant Capital increased its Sumitomo Mitsui Financial (SMFG) stake by 84% in Q2 2026, buying an estimated $548K and bringing the position to 54,021 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Savant Capital first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Savant Capital held 54,021 shares of Sumitomo Mitsui Financial worth $1.18M as of Q2 2026.
  • Savant Capital bought 24,658 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $548K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #811 holding.
  • Savant Capital first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.