SGK
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Steigerwald Gordon & Koch’s Sumitomo Mitsui Financial SMFG Stock Holding History

Steigerwald Gordon & Koch’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 		$17.7K Hold
750
– – ﹤0.01% 458
2026
Q1 		$14.8K Hold
750
– – ﹤0.01% 474
2025
Q4 		$14.5K Hold
750
– – ﹤0.01% 502
2025
Q3 		$12.6K Buy
+750
New +$12K ﹤0.01% 494

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

Steigerwald Gordon & Koch's SMFG Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 750 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Steigerwald Gordon & Koch first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Steigerwald Gordon & Koch held 750 shares of Sumitomo Mitsui Financial worth $17.7K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #458 holding.
  • Steigerwald Gordon & Koch first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.