TD Waterhouse Canada’s Sumitomo Mitsui Financial SMFG Stock Holding History

TD Waterhouse Canada’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	$144	Hold	6	–	–	﹤0.01%	2307
2026 Q1	$124	Hold	6	–	–	﹤0.01%	2212
2025 Q4	$116	Buy	6 +5	+500%	+$87	﹤0.01%	1964
2025 Q3	$16	Hold	1	–	–	﹤0.01%	2042
2025 Q2	$15	Hold	1	–	–	﹤0.01%	1963
2025 Q1	$15	Sell	1 -3,098	-100%	-$47.1K	﹤0.01%	1922
2024 Q4	$44.9K	Buy	3,099 +2,963	+2,179%	+$40.7K	﹤0.01%	1107
2024 Q3	$1.33K	Hold	136	–	–	﹤0.01%	1678
2024 Q2	$1.83K	Sell	136 -3,220	-96%	-$39K	﹤0.01%	1654
2024 Q1	$38.1K	Buy	3,356 +255	+8%	+$2.73K	﹤0.01%	1112
2023 Q4	$29.9K	Buy	3,101 +3,000	+2,970%	+$29.1K	﹤0.01%	1053
2023 Q3	$993	Buy	101 +100	+10,000%	+$925	﹤0.01%	1554
2023 Q2	$9	Hold	1	–	–	﹤0.01%	1746
2023 Q1	$8	Hold	1	–	–	﹤0.01%	1734
2022 Q4	$8	Buy	+1	New	+$6	﹤0.01%	1696

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

TD Waterhouse Canada's SMFG Position: Q2 2026 in Review

TD Waterhouse Canada held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 6 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

TD Waterhouse Canada first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.9K in Q4 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

TD Waterhouse Canada held 6 shares of Sumitomo Mitsui Financial worth $144 as of Q2 2026.
TD Waterhouse Canada left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #2307 holding.
TD Waterhouse Canada first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
TD Waterhouse Canada's Sumitomo Mitsui Financial position peaked at $44.9K in Q4 2024.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.