Vanguard Personalized Indexing Management
SMFG icon

Vanguard Personalized Indexing Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Vanguard Personalized Indexing 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 		$4.82M Buy
204,401
+3,867
+2% +$85.9K 0.04% 367
2026
Q1 		$3.96M Sell
200,534
-27,409
-12% -$576K 0.04% 376
2025
Q4 		$4.41M Sell
227,943
-16,188
-7% -$281K 0.04% 348
2025
Q3 		$4.09M Sell
244,131
-7,068
-3% -$113K 0.04% 364
2025
Q2 		$3.8M Buy
251,199
+5,857
+2% +$84.2K 0.04% 365
2025
Q1 		$3.79M Buy
245,342
+20,386
+9% +$310K 0.06% 306
2024
Q4 		$3.26M Sell
224,956
-3,410
-1% -$46.8K 0.05% 328
2024
Q3 		$2.88M Buy
228,366
+16,899
+8% +$223K 0.05% 346
2024
Q2 		$2.82M Buy
211,467
+36,182
+21% +$438K 0.05% 318
2024
Q1 		$2.06M Buy
175,285
+42,772
+32% +$459K 0.04% 387
2023
Q4 		$1.28M Buy
132,513
+17,099
+15% +$166K 0.03% 513
2023
Q3 		$1.14M Buy
115,414
+18,161
+19% +$168K 0.03% 503
2023
Q2 		$836K Buy
97,253
+16,772
+21% +$139K 0.03% 651
2023
Q1 		$644K Buy
80,481
+6,106
+8% +$51.7K 0.02% 748
2022
Q4 		$596K Sell
74,375
-60,414
-45% -$385K 0.02% 733
2022
Q3 		$741K Buy
134,789
+43,256
+47% +$261K 0.03% 617
2022
Q2 		$540K Sell
91,533
-4,255
-4% -$25.7K 0.03% 787
2022
Q1 		$598K Buy
95,788
+14,276
+18% +$102K 0.03% 743
2021
Q4 		$553K Buy
81,512
+15,596
+24% +$106K 0.03% 666
2021
Q3 		$462K Buy
65,916
+6,650
+11% +$46.3K 0.04% 557
2021
Q2 		$408K Sell
59,266
-20,358
-26% -$146K 0.04% 586
2021
Q1 		$577K Sell
79,624
-5,793
-7% -$40.3K 0.09% 278
2020
Q4 		$527K Buy
85,417
+7,386
+9% +$43.3K 0.11% 207
2020
Q3 		$436K Buy
78,031
+23,844
+44% +$137K 0.12% 201
2020
Q2 		$305K Sell
54,187
-151,648
-74% -$819K 0.14% 183
2020
Q1 		$986K Buy
+205,835
New +$1.33M 0.58% 41

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

Vanguard Personalized Indexing Management's SMFG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Sumitomo Mitsui Financial (SMFG) stake by 1.9% in Q2 2026, buying an estimated $85.9K and bringing the position to 204,401 shares worth $4.82M. The position accounts for 0.04% of the portfolio, ranked #367.

Vanguard Personalized Indexing Management first reported a position in SMFG in Q1 2020 and has held it in 26 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 204,401 shares of Sumitomo Mitsui Financial worth $4.82M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,867 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $85.9K.
  • Sumitomo Mitsui Financial made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #367 holding.
  • Vanguard Personalized Indexing Management first reported a position in Sumitomo Mitsui Financial in Q1 2020 and has held it in 26 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.