Versant Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Versant Capital 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	$1.03M	Buy	43,849 +741	+2%	+$16.5K	0.09%	124
2026 Q1	$851K	Buy	43,108 +7,438	+21%	+$156K	0.08%	144
2025 Q4	$690K	Buy	35,670 +4,451	+14%	+$77.2K	0.09%	152
2025 Q3	$523K	Buy	31,219 +656	+2%	+$10.5K	0.07%	193
2025 Q2	$462K	Sell	30,563 -2,264	-7%	-$32.6K	0.07%	193
2025 Q1	$508K	Buy	32,827 +30,741	+1,474%	+$468K	0.09%	148
2024 Q4	$30.2K	Buy	+2,086	New	+$28.7K	0.01%	801
2019 Q2	–	Sell	-374	Closed	-$2K	–	1663
2019 Q1	$2K	Buy	+374	New	+$2.67K	﹤0.01%	1366

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

Versant Capital Management's SMFG Position: Q2 2026 in Review

Versant Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 1.7% in Q2 2026, buying an estimated $16.5K and bringing the position to 43,849 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #124.

Versant Capital Management first reported a position in SMFG in Q1 2019 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Versant Capital Management held 43,849 shares of Sumitomo Mitsui Financial worth $1.03M as of Q2 2026.
Versant Capital Management bought 741 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $16.5K.
Sumitomo Mitsui Financial made up 0.09% of Versant Capital Management's portfolio in Q2 2026, its #124 holding.
Versant Capital Management first reported a position in Sumitomo Mitsui Financial in Q1 2019 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 Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.