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West Family Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

West Family Investments’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 		$500K Buy
21,215
+2,941
+16% +$65.3K 0.15% 181
2026
Q1 		$361K Sell
18,274
-13,005
-42% -$273K 0.13% 151
2025
Q4 		$605K Buy
31,279
+7,268
+30% +$126K 0.14% 138
2025
Q3 		$402K Hold
24,011
– – 0.09% 225
2025
Q2 		$363K Buy
24,011
+8,681
+57% +$125K 0.09% 227
2025
Q1 		$237K Sell
15,330
-11,575
-43% -$176K 0.09% 212
2024
Q4 		$390K Hold
26,905
– – 0.14% 152
2024
Q3 		$340K Buy
26,905
+1,220
+5% +$16.1K 0.12% 179
2024
Q2 		$344K Buy
25,685
+4,470
+21% +$54.1K 0.1% 158
2024
Q1 		$250K Buy
21,215
+715
+3% +$7.67K 0.08% 209
2023
Q4 		$198K Buy
20,500
+2,985
+17% +$28.9K 0.07% 224
2023
Q3 		$173K Buy
17,515
+910
+5% +$8.42K 0.06% 214
2023
Q2 		$143K Sell
16,605
-1,540
-8% -$12.7K 0.06% 224
2023
Q1 		$145K Sell
18,145
-2,675
-13% -$22.6K 0.06% 184
2022
Q4 		$167K Sell
20,820
-85,390
-80% -$544K 0.06% 219
2022
Q3 		$584K Buy
106,210
+55,900
+111% +$337K 0.24% 86
2022
Q2 		$297K Sell
50,310
-70,690
-58% -$427K 0.12% 159
2022
Q1 		$759K Buy
121,000
+510
+0.4% +$3.63K 0.22% 75
2021
Q4 		$818K Sell
120,490
-23,960
-17% -$162K 0.22% 83
2021
Q3 		$1.01M Buy
144,450
+118,045
+447% +$822K 0.26% 65
2021
Q2 		$182K Buy
+26,405
New +$189K 0.05% 328

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

West Family Investments's SMFG Position: Q2 2026 in Review

West Family Investments increased its Sumitomo Mitsui Financial (SMFG) stake by 16% in Q2 2026, buying an estimated $65.3K and bringing the position to 21,215 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #181.

West Family Investments first reported a position in SMFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q3 2021. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • West Family Investments held 21,215 shares of Sumitomo Mitsui Financial worth $500K as of Q2 2026.
  • West Family Investments bought 2,941 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $65.3K.
  • Sumitomo Mitsui Financial made up 0.15% of West Family Investments's portfolio in Q2 2026, its #181 holding.
  • West Family Investments first reported a position in Sumitomo Mitsui Financial in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Sumitomo Mitsui Financial position peaked at $1.01M in Q3 2021.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.