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Trust Point Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Trust Point Inc’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 		$600K Buy
25,437
+1,328
+6% +$29.5K 0.05% 195
2026
Q1 		$476K Buy
24,109
+4,476
+23% +$94K 0.04% 267
2025
Q4 		$380K Buy
19,633
+2,819
+17% +$48.9K 0.03% 306
2025
Q3 		$281K Buy
16,814
+4,799
+40% +$76.9K 0.02% 376
2025
Q2 		$182K Sell
12,015
-350
-3% -$5.03K 0.02% 380
2025
Q1 		$191K Sell
12,365
-505
-4% -$7.68K 0.02% 443
2024
Q4 		$186K Sell
12,870
-27
-0.2% -$371 0.01% 551
2024
Q3 		$163K Sell
12,897
-264
-2% -$3.49K 0.01% 506
2024
Q2 		$176K Sell
13,161
-5,333
-29% -$64.6K 0.01% 484
2024
Q1 		$218K Buy
18,494
+3,819
+26% +$41K 0.02% 489
2023
Q4 		$142K Buy
+14,675
New +$142K 0.01% 488

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

Trust Point Inc's SMFG Position: Q2 2026 in Review

Trust Point Inc increased its Sumitomo Mitsui Financial (SMFG) stake by 5.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 25,437 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #195.

Trust Point Inc first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Trust Point Inc held 25,437 shares of Sumitomo Mitsui Financial worth $600K as of Q2 2026.
  • Trust Point Inc bought 1,328 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $29.5K.
  • Sumitomo Mitsui Financial made up 0.05% of Trust Point Inc's portfolio in Q2 2026, its #195 holding.
  • Trust Point Inc first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.