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Shelton Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Shelton Capital Management’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 		$640K Buy
27,125
+968
+4% +$21.5K 0.01% 317
2026
Q1 		$517K Sell
26,157
-1,896
-7% -$39.8K 0.01% 348
2025
Q4 		$542K Buy
28,053
+59
+0.2% +$1.02K 0.01% 330
2025
Q3 		$469K Hold
27,994
– – 0.01% 372
2025
Q2 		$423K Sell
27,994
-179
-0.6% -$2.57K 0.01% 384
2025
Q1 		$436K Sell
28,173
-887
-3% -$13.5K 0.01% 360
2024
Q4 		$421K Buy
29,060
+453
+2% +$6.22K 0.01% 389
2024
Q3 		$361K Buy
+28,607
New +$378K 0.01% 424

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

Shelton Capital Management's SMFG Position: Q2 2026 in Review

Shelton Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 3.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 27,125 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #317.

Shelton Capital Management first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Shelton Capital Management held 27,125 shares of Sumitomo Mitsui Financial worth $640K as of Q2 2026.
  • Shelton Capital Management bought 968 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $21.5K.
  • Sumitomo Mitsui Financial made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #317 holding.
  • Shelton Capital Management first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.