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Summit Trail Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Summit Trail Advisors’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 		$1.54M Buy
65,517
+877
+1% +$19.5K 0.02% 777
2026
Q1 		$1.28M Buy
+64,640
New +$1.36M 0.02% 813
2025
Q4 		– Sell
-14,055
Closed -$235K – 1367
2025
Q3 		$235K Buy
14,055
+2,201
+19% +$35.3K ﹤0.01% 1256
2025
Q2 		$182K Buy
11,854
+200
+2% +$2.88K ﹤0.01% 1068
2025
Q1 		$180K Sell
11,654
-781
-6% -$11.9K 0.01% 384
2024
Q4 		$180K Sell
12,435
-375
-3% -$5.15K 0.01% 363
2024
Q3 		$162K Buy
+12,810
New +$169K ﹤0.01% 683
2024
Q1 		– Sell
-11,819
Closed -$114K – 635
2023
Q4 		$114K Buy
+11,819
New +$115K ﹤0.01% 535
2018
Q2 		– Sell
-14,539
Closed -$118K – 650
2018
Q1 		$118K Buy
14,539
+348
+2% +$3.11K 0.02% 393
2017
Q4 		$135K Buy
+14,191
New +$115K 0.02% 545

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 Trail Advisors's SMFG Position: Q2 2026 in Review

Summit Trail Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 1.4% in Q2 2026, buying an estimated $19.5K and bringing the position to 65,517 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #777.

Summit Trail Advisors first reported a position in SMFG in Q4 2017 and has held it in 10 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Summit Trail Advisors held 65,517 shares of Sumitomo Mitsui Financial worth $1.54M as of Q2 2026.
  • Summit Trail Advisors bought 877 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $19.5K.
  • Sumitomo Mitsui Financial made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #777 holding.
  • Summit Trail Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 10 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.