Smithfield Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Smithfield Trust’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	$3K	Hold	112	–	–	﹤0.01%	1020
2026 Q1	$2K	Hold	112	–	–	﹤0.01%	1053
2025 Q4	$2K	Buy	+112	New	+$1.94K	﹤0.01%	1056
2022 Q4	–	Sell	-761	Closed	-$4K	–	1051
2022 Q3	$4K	Sell	761 -928	-55%	-$5.6K	﹤0.01%	949
2022 Q2	$9K	Hold	1,689	–	–	﹤0.01%	839
2022 Q1	$11K	Buy	+1,689	New	+$12K	﹤0.01%	833
2016 Q4	–	Sell	-470	Closed	-$3K	–	829
2016 Q3	$3K	Sell	470 -467	-50%	-$3.03K	﹤0.01%	787
2016 Q2	$5K	Hold	937	–	–	﹤0.01%	752
2016 Q1	$6K	Sell	937 -5,077	-84%	-$31.7K	﹤0.01%	739
2015 Q4	$46K	Sell	6,014 -48	-0.8%	-$378	0.01%	499
2015 Q3	$46K	Sell	6,062 -21	-0.3%	-$176	0.01%	495
2015 Q2	$54K	Buy	+6,083	New	+$52.8K	0.01%	501

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smithfield Trust's SMFG Position: Q2 2026 in Review

Smithfield Trust held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 112 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Smithfield Trust first reported a position in SMFG in Q2 2015 and has held it in 12 quarters since. The position peaked at $54K in Q2 2015. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Smithfield Trust held 112 shares of Sumitomo Mitsui Financial worth $3K as of Q2 2026.
Smithfield Trust left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #1020 holding.
Smithfield Trust first reported a position in Sumitomo Mitsui Financial in Q2 2015 and has held it in 12 quarters since.
Smithfield Trust's Sumitomo Mitsui Financial position peaked at $54K in Q2 2015.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.