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Summit Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Summit Financial’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 		$1.16M Sell
48,673
-412
-0.8% -$9.15K 0.01% 798
2026
Q1 		$969K Buy
49,085
+2,157
+5% +$45.3K 0.01% 782
2025
Q4 		$907K Buy
46,928
+2,698
+6% +$46.8K 0.01% 700
2025
Q3 		$740K Buy
44,230
+2,087
+5% +$33.4K 0.01% 747
2025
Q2 		$637K Buy
42,143
+5,343
+15% +$76.8K 0.01% 516
2025
Q1 		$569K Buy
+36,800
New +$560K 0.02% 487

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

Summit Financial's SMFG Position: Q2 2026 in Review

Summit Financial reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.84% in Q2 2026, selling an estimated $9.15K and leaving 48,673 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #798.

Summit Financial first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Summit Financial held 48,673 shares of Sumitomo Mitsui Financial worth $1.16M as of Q2 2026.
  • Summit Financial sold 412 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $9.15K.
  • Sumitomo Mitsui Financial made up 0.01% of Summit Financial's portfolio in Q2 2026, its #798 holding.
  • Summit Financial first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.