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WrapManager Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

WrapManager Inc’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 		$203K Buy
+8,613
New +$191K 0.06% 147
2025
Q3 		– Sell
-12,265
Closed -$185K – 203
2025
Q2 		$185K Sell
12,265
-1,080
-8% -$15.5K 0.05% 200
2025
Q1 		$206K Sell
13,345
-1,263
-9% -$19.2K 0.05% 201
2024
Q4 		$212K Buy
14,608
+1,190
+9% +$16.3K 0.05% 205
2024
Q3 		$169K Sell
13,418
-2,127
-14% -$28.1K 0.04% 231
2024
Q2 		$208K Sell
15,545
-2,933
-16% -$35.5K 0.06% 246
2024
Q1 		$217K Buy
18,478
+123
+0.7% +$1.32K 0.06% 259
2023
Q4 		$178K Buy
+18,355
New +$178K 0.05% 280
2019
Q3 		– Sell
-50,999
Closed -$360K – 288
2019
Q2 		$360K Sell
50,999
-509
-1% -$3.6K 0.12% 191
2019
Q1 		$362K Buy
51,508
+13,342
+35% +$95.4K 0.12% 188
2018
Q4 		$248K Sell
38,166
-14,810
-28% -$111K 0.09% 228
2018
Q3 		$425K Sell
52,976
-16,516
-24% -$131K 0.14% 175
2018
Q2 		$540K Sell
69,492
-1,427
-2% -$11.9K 0.18% 147
2018
Q1 		$603K Buy
70,919
+1,832
+3% +$16.4K 0.2% 115
2017
Q4 		$600K Sell
69,087
-719
-1% -$5.83K 0.2% 114
2017
Q3 		$538K Buy
69,806
+721
+1% +$5.5K 0.18% 121
2017
Q2 		$543K Buy
+69,085
New +$513K 0.19% 110
2016
Q1 		– Sell
-40,614
Closed -$308K – 174
2015
Q4 		$308K Buy
+40,614
New +$320K 0.15% 121

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

WrapManager Inc's SMFG Position: Q2 2026 in Review

WrapManager Inc opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 8,613 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: WrapManager Inc previously reported a position in SMFG as recently as Q2 2025.

WrapManager Inc first reported a position in SMFG in Q4 2015 and has held it in 18 quarters since. The position peaked at $603K in Q1 2018. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • WrapManager Inc held 8,613 shares of Sumitomo Mitsui Financial worth $203K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new WrapManager Inc position in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.06% of WrapManager Inc's portfolio in Q2 2026, its #147 holding.
  • WrapManager Inc first reported a position in Sumitomo Mitsui Financial in Q4 2015 and has held it in 18 quarters since.
  • WrapManager Inc's Sumitomo Mitsui Financial position peaked at $603K in Q1 2018.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.