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Signature Equity Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Signature Equity Partners’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 		$26.8K Sell
1,135
-29
-2% -$644 0.01% 575
2026
Q1 		$23K Buy
1,164
+35
+3% +$735 0.01% 601
2025
Q4 		$21.8K Buy
+1,129
New +$19.6K 0.01% 616

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

Signature Equity Partners's SMFG Position: Q2 2026 in Review

Signature Equity Partners reduced its Sumitomo Mitsui Financial (SMFG) stake by 2.5% in Q2 2026, selling an estimated $644 and leaving 1,135 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #575.

Signature Equity Partners first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Signature Equity Partners held 1,135 shares of Sumitomo Mitsui Financial worth $26.8K as of Q2 2026.
  • Signature Equity Partners sold 29 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $644.
  • Sumitomo Mitsui Financial made up 0.01% of Signature Equity Partners's portfolio in Q2 2026, its #575 holding.
  • Signature Equity Partners first reported a position in Sumitomo Mitsui Financial in Q4 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.