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Vise Technologies’s Sumitomo Mitsui Financial SMFG Stock Holding History

Vise Technologies’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 		$5.85M Buy
248,161
+39,454
+19% +$876K 0.07% 245
2026
Q1 		$4.03M Hold
208,707
– – 0.08% 206
2025
Q4 		$4.03M Buy
208,707
+51,806
+33% +$898K 0.08% 207
2025
Q3 		$2.63M Buy
156,901
+10,811
+7% +$173K 0.1% 199
2025
Q2 		$2.21M Buy
+146,090
New +$2.1M 0.09% 233
2024
Q4 		$1.74M Buy
120,024
+50,650
+73% +$696K 0.14% 151
2024
Q3 		$876K Buy
69,374
+33,188
+92% +$438K 0.11% 184
2024
Q2 		$485K Sell
36,186
-797
-2% -$9.65K 0.09% 230
2024
Q1 		$435K Sell
36,983
-18,334
-33% -$197K 0.09% 224
2023
Q4 		$535K Sell
55,317
-5,578
-9% -$54.1K 0.12% 177
2023
Q3 		$600K Sell
60,895
-12,825
-17% -$119K 0.15% 149
2023
Q2 		$634K Buy
73,720
+1,082
+1% +$8.94K 0.15% 153
2023
Q1 		$581K Buy
72,638
+3,880
+6% +$32.8K 0.15% 143
2022
Q4 		$551K Sell
68,758
-8,173
-11% -$52.1K 0.17% 133
2022
Q3 		$423K Buy
76,931
+12,397
+19% +$74.8K 0.16% 155
2022
Q2 		$381K Buy
64,534
+30,997
+92% +$187K 0.15% 164
2022
Q1 		$210K Buy
+33,537
New +$239K 0.08% 230

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

Vise Technologies's SMFG Position: Q2 2026 in Review

Vise Technologies increased its Sumitomo Mitsui Financial (SMFG) stake by 19% in Q2 2026, buying an estimated $876K and bringing the position to 248,161 shares worth $5.85M. The position accounts for 0.07% of the portfolio, ranked #245.

Vise Technologies first reported a position in SMFG in Q1 2022 and has held it in 17 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Vise Technologies held 248,161 shares of Sumitomo Mitsui Financial worth $5.85M as of Q2 2026.
  • Vise Technologies bought 39,454 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $876K.
  • Sumitomo Mitsui Financial made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #245 holding.
  • Vise Technologies first reported a position in Sumitomo Mitsui Financial in Q1 2022 and has held it in 17 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.