Whittier Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Whittier Trust’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	$75.1K	Buy	+2,945	New	+$65.4K	﹤0.01%	806
2024 Q3	–	Sell	-195	Closed	-$2.61K	–	1579
2024 Q2	$2.61K	Buy	+195	New	+$2.36K	﹤0.01%	1411
2020 Q3	–	Sell	-1,795	Closed	-$10K	–	1502
2020 Q2	$10K	Hold	1,795	–	–	﹤0.01%	1071
2020 Q1	$8K	Buy	1,795 +716	+66%	+$4.61K	﹤0.01%	1145
2019 Q4	$8K	Hold	1,079	–	–	﹤0.01%	1172
2019 Q3	$7K	Hold	1,079	–	–	﹤0.01%	1200
2019 Q2	$8K	Hold	1,079	–	–	﹤0.01%	1103
2019 Q1	$8K	Sell	1,079 -530	-33%	-$3.79K	﹤0.01%	1092
2018 Q4	$10K	Hold	1,609	–	–	﹤0.01%	1094
2018 Q3	$13K	Buy	1,609 +1,079	+204%	+$8.53K	﹤0.01%	1019
2018 Q2	$4K	Sell	530 -422	-44%	-$3.51K	﹤0.01%	1123
2018 Q1	$8K	Buy	952 +422	+80%	+$3.77K	﹤0.01%	1086
2017 Q4	$5K	Sell	530 -1,172	-69%	-$9.5K	﹤0.01%	1127
2017 Q3	$13K	Buy	+1,702	New	+$13K	﹤0.01%	986
2014 Q2	–	Sell	-5,750	Closed	-$50K	–	1065
2014 Q1	$50K	Hold	5,750	–	–	﹤0.01%	657
2013 Q4	$60K	Hold	5,750	–	–	﹤0.01%	634
2013 Q3	$56K	Hold	5,750	–	–	﹤0.01%	648
2013 Q2	$53K	Buy	+5,750	New	+$51.3K	﹤0.01%	649

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Whittier Trust's SMFG Position: Q2 2026 in Review

Whittier Trust opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 2,945 shares worth $75.1K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Whittier Trust previously reported a position in SMFG as recently as Q2 2024.

Whittier Trust first reported a position in SMFG in Q2 2013 and has held it in 18 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Whittier Trust held 2,945 shares of Sumitomo Mitsui Financial worth $75.1K as of Q2 2026.
Sumitomo Mitsui Financial was a new Whittier Trust position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #806 holding.
Whittier Trust first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 18 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.