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Vident Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Vident Advisory’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 		$6.13M Buy
260,095
+123
+0% +$2.73K 0.04% 343
2026
Q1 		$5.13M Buy
259,972
+71,902
+38% +$1.51M 0.04% 348
2025
Q4 		$3.64M Sell
188,070
-6,776
-3% -$117K 0.03% 404
2025
Q3 		$3.26M Buy
194,846
+24,449
+14% +$392K 0.03% 418
2025
Q2 		$2.57M Buy
170,397
+59,259
+53% +$852K 0.03% 437
2025
Q1 		$1.72M Buy
111,138
+19,927
+22% +$303K 0.03% 529
2024
Q4 		$1.32M Sell
91,211
-5,342
-6% -$73.4K 0.02% 544
2024
Q3 		$1.22M Buy
96,553
+8,007
+9% +$106K 0.03% 558
2024
Q2 		$1.19M Buy
+88,546
New +$1.07M 0.03% 534
2024
Q1 		– Sell
-84,013
Closed -$813K – 1398
2023
Q4 		$813K Buy
84,013
+5,429
+7% +$52.6K 0.02% 618
2023
Q3 		$774K Buy
+78,584
New +$727K 0.02% 577

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

Vident Advisory's SMFG Position: Q2 2026 in Review

Vident Advisory increased its Sumitomo Mitsui Financial (SMFG) stake by 0.05% in Q2 2026, buying an estimated $2.73K and bringing the position to 260,095 shares worth $6.13M. The position accounts for 0.04% of the portfolio, ranked #343.

Vident Advisory first reported a position in SMFG in Q3 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Vident Advisory held 260,095 shares of Sumitomo Mitsui Financial worth $6.13M as of Q2 2026.
  • Vident Advisory bought 123 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.73K.
  • Sumitomo Mitsui Financial made up 0.04% of Vident Advisory's portfolio in Q2 2026, its #343 holding.
  • Vident Advisory first reported a position in Sumitomo Mitsui Financial in Q3 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.