Synergy Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Synergy Investment 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	$12.9K	Buy	+516	New	+$11.5K	﹤0.01%	589

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

Synergy Investment Management's SMFG Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 516 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Synergy Investment Management held 516 shares of Sumitomo Mitsui Financial worth $12.9K as of Q2 2026.
Sumitomo Mitsui Financial was a new Synergy Investment Management position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #589 holding.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.