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UMB Bank’s Sumitomo Mitsui Financial SMFG Stock Holding History

UMB Bank’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 		$366K Sell
15,504
-421
-3% -$9.35K ﹤0.01% 563
2026
Q1 		$315K Sell
15,925
-127
-0.8% -$2.67K ﹤0.01% 581
2025
Q4 		$310K Hold
16,052
– – ﹤0.01% 577
2025
Q3 		$269K Sell
16,052
-845
-5% -$13.5K ﹤0.01% 547
2025
Q2 		$255K Sell
16,897
-8,383
-33% -$121K ﹤0.01% 539
2025
Q1 		$391K Sell
25,280
-2,612
-9% -$39.7K 0.01% 442
2024
Q4 		$404K Sell
27,892
-139
-0.5% -$1.91K 0.01% 429
2024
Q3 		$354K Sell
28,031
-305
-1% -$4.03K 0.01% 464
2024
Q2 		$380K Sell
28,336
-60
-0.2% -$727 0.01% 435
2024
Q1 		$334K Hold
28,396
– – 0.01% 475
2023
Q4 		$275K Sell
28,396
-1,729
-6% -$16.8K ﹤0.01% 514
2023
Q3 		$297K Buy
30,125
+26,920
+840% +$249K ﹤0.01% 486
2023
Q2 		$27.6K Hold
3,205
– – ﹤0.01% 1000
2023
Q1 		$25.6K Buy
3,205
+2,469
+335% +$20.9K ﹤0.01% 1017
2022
Q4 		$6K Sell
736
-4,756
-87% -$30.3K ﹤0.01% 1409
2022
Q3 		$30K Sell
5,492
-718
-12% -$4.33K ﹤0.01% 992
2022
Q2 		$37K Sell
6,210
-1,563
-20% -$9.44K ﹤0.01% 993
2022
Q1 		$49K Sell
7,773
-1
-0% -$7 ﹤0.01% 976
2021
Q4 		$53K Buy
+7,774
New +$52.7K ﹤0.01% 978

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

UMB Bank's SMFG Position: Q2 2026 in Review

UMB Bank reduced its Sumitomo Mitsui Financial (SMFG) stake by 2.6% in Q2 2026, selling an estimated $9.35K and leaving 15,504 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

UMB Bank first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $404K in Q4 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • UMB Bank held 15,504 shares of Sumitomo Mitsui Financial worth $366K as of Q2 2026.
  • UMB Bank sold 421 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $9.35K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #563 holding.
  • UMB Bank first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Sumitomo Mitsui Financial position peaked at $404K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.