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Smartleaf Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Smartleaf Asset 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 		$1.8M Hold
76,040
– – 0.06% 281
2026
Q1 		$1.45M Buy
76,040
+10,781
+17% +$226K 0.05% 320
2025
Q4 		$1.27M Buy
65,259
+10,795
+20% +$187K 0.05% 331
2025
Q3 		$917K Buy
54,464
+10,186
+23% +$163K 0.06% 343
2025
Q2 		$673K Sell
44,278
-1,665
-4% -$23.9K 0.06% 321
2025
Q1 		$724K Buy
45,943
+3,634
+9% +$55.3K 0.07% 285
2024
Q4 		$616K Buy
42,309
+19,224
+83% +$264K 0.06% 300
2024
Q3 		$281K Buy
23,085
+7,914
+52% +$105K 0.03% 402
2024
Q2 		$198K Buy
15,171
+1,782
+13% +$21.6K 0.03% 383
2024
Q1 		$158K Sell
13,389
-2,459
-16% -$26.4K 0.03% 413
2023
Q4 		$153K Buy
+15,848
New +$154K 0.04% 361

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

Smartleaf Asset Management's SMFG Position: Q2 2026 in Review

Smartleaf Asset Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 76,040 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #281.

Smartleaf Asset Management first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Smartleaf Asset Management held 76,040 shares of Sumitomo Mitsui Financial worth $1.8M as of Q2 2026.
  • Smartleaf Asset Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #281 holding.
  • Smartleaf Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.