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Vestmark Advisory Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Vestmark Advisory Solutions’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 		$2.3M Buy
97,721
+10,474
+12% +$233K 0.02% 656
2026
Q1 		$1.72M Buy
87,247
+16,238
+23% +$341K 0.02% 684
2025
Q4 		$1.37M Buy
71,009
+57,680
+433% +$1,000K 0.02% 700
2025
Q3 		$223K Sell
13,329
-2,695
-17% -$43.2K ﹤0.01% 857
2025
Q2 		$242K Buy
+16,024
New +$230K ﹤0.01% 730
2023
Q3 		– Sell
-14,833
Closed -$128K – 803
2023
Q2 		$128K Sell
14,833
-633
-4% -$5.23K ﹤0.01% 866
2023
Q1 		$124K Sell
15,466
-8,957
-37% -$75.8K 0.01% 845
2022
Q4 		$196K Buy
24,423
+562
+2% +$3.58K 0.01% 811
2022
Q3 		$131K Sell
23,861
-6,513
-21% -$39.3K 0.01% 801
2022
Q2 		$179K Sell
30,374
-10,244
-25% -$61.9K 0.01% 821
2022
Q1 		$255K Buy
40,618
+34
+0.1% +$242 0.01% 770
2021
Q4 		$276K Sell
40,584
-13,388
-25% -$90.7K 0.02% 739
2021
Q3 		$378K Buy
53,972
+2,495
+5% +$17.4K 0.03% 587
2021
Q2 		$355K Buy
51,477
+645
+1% +$4.63K 0.03% 573
2021
Q1 		$369K Sell
50,832
-1,151
-2% -$8.02K 0.03% 536
2020
Q4 		$321K Buy
51,983
+3,082
+6% +$18.1K 0.04% 454
2020
Q3 		$273K Buy
48,901
+396
+0.8% +$2.27K 0.04% 455
2020
Q2 		$273K Buy
48,505
+16,731
+53% +$90.4K 0.04% 426
2020
Q1 		$152K Sell
31,774
-12,850
-29% -$82.8K 0.03% 458
2019
Q4 		$331K Buy
44,624
+600
+1% +$4.32K 0.07% 224
2019
Q3 		$301K Sell
44,024
-29,729
-40% -$203K 0.05% 408
2019
Q2 		$521K Buy
73,753
+153
+0.2% +$1.08K 0.09% 274
2019
Q1 		$517K Buy
+73,600
New +$526K 0.09% 270

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

Vestmark Advisory Solutions's SMFG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q2 2026, buying an estimated $233K and bringing the position to 97,721 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #656.

Vestmark Advisory Solutions first reported a position in SMFG in Q1 2019 and has held it in 23 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Vestmark Advisory Solutions held 97,721 shares of Sumitomo Mitsui Financial worth $2.3M as of Q2 2026.
  • Vestmark Advisory Solutions bought 10,474 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $233K.
  • Sumitomo Mitsui Financial made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #656 holding.
  • Vestmark Advisory Solutions first reported a position in Sumitomo Mitsui Financial in Q1 2019 and has held it in 23 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.