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

Sterling 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	$409K	Buy	17,360 +245	+1%	+$5.44K	0.01%	902
2026 Q1	$338K	Buy	17,115 +3,236	+23%	+$68K	0.01%	936
2025 Q4	$268K	Buy	13,879 +1,864	+16%	+$32.3K	﹤0.01%	1227
2025 Q3	$201K	Buy	12,015 +5,099	+74%	+$81.7K	﹤0.01%	1316
2025 Q2	$105K	Buy	6,916 +6,049	+698%	+$87K	﹤0.01%	1349
2025 Q1	$13.4K	Hold	867	–	–	﹤0.01%	1777
2024 Q4	$12.6K	Hold	867	–	–	﹤0.01%	2060
2024 Q3	$10.9K	Buy	+867	New	+$11.5K	﹤0.01%	1552
2019 Q3	$114K	Sell	16,732 -461	-3%	-$3.15K	﹤0.01%	828
2019 Q2	$121K	Sell	17,193 -861	-5%	-$6.09K	﹤0.01%	832
2019 Q1	$127K	Buy	18,054 +2,377	+15%	+$17K	﹤0.01%	814
2018 Q4	$102K	Sell	15,677 -2,830	-15%	-$21.1K	﹤0.01%	828
2018 Q3	$149K	Sell	18,507 -732	-4%	-$5.79K	﹤0.01%	853
2018 Q2	$149K	Buy	19,239 +2,268	+13%	+$18.8K	﹤0.01%	835
2018 Q1	$144K	Sell	16,971 -4,618	-21%	-$41.3K	﹤0.01%	837
2017 Q4	$188K	Buy	21,589 +897	+4%	+$7.27K	﹤0.01%	862
2017 Q3	$160K	Buy	20,692 +9,171	+80%	+$69.9K	﹤0.01%	894
2017 Q2	$91K	Sell	11,521 -1,972	-15%	-$14.7K	﹤0.01%	920
2017 Q1	$98K	Sell	13,493 -5,560	-29%	-$43.2K	﹤0.01%	940
2016 Q4	$146K	Buy	19,053 +4,688	+33%	+$34K	﹤0.01%	927
2016 Q3	$97K	Sell	14,365 -7,363	-34%	-$47.8K	﹤0.01%	889
2016 Q2	$124K	Buy	21,728 +2,048	+10%	+$12.5K	﹤0.01%	898
2016 Q1	$118K	Sell	19,680 -21,889	-53%	-$137K	﹤0.01%	880
2015 Q4	$316K	Buy	41,569 +27,833	+203%	+$219K	﹤0.01%	857
2015 Q3	$105K	Buy	13,736 +870	+7%	+$7.31K	﹤0.01%	941
2015 Q2	$114K	Buy	12,866 +177	+1%	+$1.54K	﹤0.01%	864
2015 Q1	$98K	Buy	+12,689	New	+$94.9K	﹤0.01%	860
2014 Q2	–	Sell	-67,782	Closed	-$586K	–	926
2014 Q1	$586K	Buy	67,782 +10,658	+19%	+$99.7K	0.01%	733
2013 Q4	$599K	Buy	+57,124	New	+$568K	0.01%	514

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

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

Sterling Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 1.4% in Q2 2026, buying an estimated $5.44K and bringing the position to 17,360 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #902.

Sterling Capital Management first reported a position in SMFG in Q4 2013 and has held it in 29 quarters since. The position peaked at $599K in Q4 2013. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Sterling Capital Management held 17,360 shares of Sumitomo Mitsui Financial worth $409K as of Q2 2026.
Sterling Capital Management bought 245 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $5.44K.
Sumitomo Mitsui Financial made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #902 holding.
Sterling Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 29 quarters since.
Sterling Capital Management's Sumitomo Mitsui Financial position peaked at $599K in Q4 2013.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.