Westfield Capital Management
SMFG icon

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

Westfield 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 		$10.8M Sell
456,612
-972
-0.2% -$21.6K 0.04% 216
2026
Q1 		$9.04M Buy
457,584
+3,903
+0.9% +$82K 0.04% 184
2025
Q4 		$8.77M Sell
453,681
-5,786
-1% -$100K 0.04% 185
2025
Q3 		$7.69M Sell
459,467
-82,415
-15% -$1.32M 0.03% 190
2025
Q2 		$8.19M Buy
+541,882
New +$7.79M 0.03% 192

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

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

Westfield Capital Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.21% in Q2 2026, selling an estimated $21.6K and leaving 456,612 shares worth $10.8M. The position accounts for 0.04% of the portfolio, ranked #216.

Westfield Capital Management first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Westfield Capital Management held 456,612 shares of Sumitomo Mitsui Financial worth $10.8M as of Q2 2026.
  • Westfield Capital Management sold 972 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $21.6K.
  • Sumitomo Mitsui Financial made up 0.04% of Westfield Capital Management's portfolio in Q2 2026, its #216 holding.
  • Westfield Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.