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Venturi Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Venturi Wealth 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 		$987K Buy
41,855
+5,213
+14% +$116K 0.04% 229
2026
Q1 		$724K Buy
36,642
+5,852
+19% +$123K 0.03% 263
2025
Q4 		$595K Buy
30,790
+15,484
+101% +$268K 0.03% 299
2025
Q3 		$256K Buy
15,306
+3,100
+25% +$49.7K 0.01% 477
2025
Q2 		$184K Buy
+12,206
New +$176K 0.01% 528
2025
Q1 		– Sell
-1,109
Closed -$16.1K – 1618
2024
Q4 		$16.1K Buy
1,109
+136
+14% +$1.87K ﹤0.01% 1318
2024
Q3 		$12.3K Buy
973
+826
+562% +$10.9K ﹤0.01% 1140
2024
Q2 		$1.97K Buy
+147
New +$1.78K ﹤0.01% 1365

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

Venturi Wealth Management's SMFG Position: Q2 2026 in Review

Venturi Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 14% in Q2 2026, buying an estimated $116K and bringing the position to 41,855 shares worth $987K. The position accounts for 0.04% of the portfolio, ranked #229.

Venturi Wealth Management first reported a position in SMFG in Q2 2024 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Venturi Wealth Management held 41,855 shares of Sumitomo Mitsui Financial worth $987K as of Q2 2026.
  • Venturi Wealth Management bought 5,213 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $116K.
  • Sumitomo Mitsui Financial made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Venturi Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.