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WPG Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History

WPG Advisers’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 		$13.7K Sell
580
-6
-1% -$133 0.01% 667
2026
Q1 		$11.6K Sell
586
-33
-5% -$693 0.01% 628
2025
Q4 		$12K Buy
619
+104
+20% +$1.8K 0.01% 653
2025
Q3 		$8.62K Buy
515
+58
+13% +$929 0.01% 741
2025
Q2 		$6.91K Buy
457
+13
+3% +$187 0.01% 767
2025
Q1 		$6.86K Sell
444
-199
-31% -$3.03K 0.01% 767
2024
Q4 		$9.32K Buy
+643
New +$8.83K 0.01% 649

Other funds holding SMFG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

WPG Advisers's SMFG Position: Q2 2026 in Review

WPG Advisers reduced its Sumitomo Mitsui Financial (SMFG) stake by 1% in Q2 2026, selling an estimated $133 and leaving 580 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #667.

WPG Advisers first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • WPG Advisers held 580 shares of Sumitomo Mitsui Financial worth $13.7K as of Q2 2026.
  • WPG Advisers sold 6 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $133.
  • Sumitomo Mitsui Financial made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #667 holding.
  • WPG Advisers first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.