SMFG
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Sumitomo Mitsui Financial Group’s Vertiv VRT Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.38K Buy
+28
New +$8.88K ﹤0.01% 209
2026
Q1 		– Sell
-2,960
Closed -$490K – 216
2025
Q4 		$490K Buy
+2,960
New +$514K 0.01% 104
2025
Q3 		– Sell
-595
Closed -$75.7K – 241
2025
Q2 		$75.7K Buy
+595
New +$57.9K ﹤0.01% 169

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VRT Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in Vertiv (VRT) in Q2 2026: 28 shares worth $9.38K. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in VRT as recently as Q4 2025.

Sumitomo Mitsui Financial Group first reported a position in VRT in Q2 2025 and has held it in 3 quarters since. The position peaked at $490K in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 28 shares of Vertiv worth $9.38K as of Q2 2026.
  • Vertiv was a new Sumitomo Mitsui Financial Group position in Q2 2026.
  • Vertiv made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #209 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Vertiv in Q2 2025 and has held it in 3 quarters since.
  • Sumitomo Mitsui Financial Group's Vertiv position peaked at $490K in Q4 2025.
  • 2,056 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.