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Portfolio (Quarterly) Guide ↗

SUMITOMO MITSUI FINANCIAL GROUP, INC.

· CIK 0001022837
13F Portfolio $5.3B AUM 229 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 60 Added 62 Reduced 40 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCIT VANGUARD SCOTTSDALE FDS 56,094.0 $4.6M 0.09% -3K -5.8% $82.65 -1.3%
22 PFE PFIZER INC Healthcare 173,691.0 $4.2M 0.08% -10K -5.3% $24.08 +18.6%
23 HD HOME DEPOT INC Consumer Cyclical 11,011.0 $3.9M 0.07% -260.0 -2.3% $352.68 -4.2%
24 IGV ISHARES TR 41,563.0 $3.8M 0.07% -2K -5.3% $90.57 +12.5%
25 SDY SPDR SERIES TRUST 23,468.0 $3.6M 0.07% -127.0 -0.5% $152.18 +4.0%
26 PG PROCTER & GAMBLE CO Consumer Defensive 23,579.0 $3.5M 0.07% -3K -9.7% $146.64 -0.8%
27 IYE ISHARES TR 56,691.0 $3.2M 0.06% -3K -4.9% $56.59 +16.2%
28 REET ISHARES TR 100,164.0 $2.8M 0.05% -1K -1.1% $27.62 +2.2%
29 BMY BRISTOL-MYERS SQUIBB CO Healthcare 44,119.0 $2.5M 0.05% -2K -4.8% $57.62 +17.9%
30 OMC OMNICOM GROUP INC Communication Services 23,795.0 $1.7M 0.03% -2K -6.1% $72.83 +21.1%
31 T AT&T INC Communication Services 77,817.0 $1.6M 0.03% -7K -8.2% $20.70 +24.5%
32 IEMG ISHARES INC 18,244.0 $1.5M 0.03% -182.0 -1.0% $82.84 -1.1%
33 XBI SPDR SERIES TRUST 8,359.0 $1.3M 0.03% -1K -13.0% $158.25 +6.9%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 24,230.0 $1.0M 0.02% -977.0 -3.9% $42.34 +18.7%
35 XLC SELECT SECTOR SPDR TR 9,563.0 $1.0M 0.02% -347.0 -3.5% $107.13 +5.6%
36 WCLD WISDOMTREE TR 27,378.0 $878K 0.02% -6K -18.0% $32.06 +24.3%
37 IBB ISHARES TR 4,601.0 $875K 0.02% -337.0 -6.8% $190.19 +13.8%
38 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,795.0 $746K 0.01% -1K -13.4% $109.77 +1.1%
39 DVY ISHARES TR 4,701.0 $735K 0.01% -126.0 -2.6% $156.30 +5.0%
40 PAVE GLOBAL X FDS 10,577.0 $623K 0.01% -772.0 -6.8% $58.87 -5.5%
Page 2 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 79.3%
Technology 10.6%
Consumer Cyclical 2.7%
Industrials 2.1%
Healthcare 1.4%
Communication Services 1.3%
Consumer Defensive 1.2%
Energy 0.8%
Basic Materials 0.6%
Utilities 0.0%