Aaron Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aaron Wealth Advisors’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	$2.39M	Buy	101,462 +9,952	+11%	+$221K	0.12%	111
2026 Q1	$1.81M	Buy	91,510 +17,129	+23%	+$360K	0.1%	120
2025 Q4	$1.44M	Buy	74,381 +12,098	+19%	+$210K	0.08%	177
2025 Q3	$1.04M	Buy	62,283 +878	+1%	+$14.1K	0.06%	222
2025 Q2	$928K	Buy	61,405 +4,970	+9%	+$71.5K	0.09%	142
2025 Q1	$872K	Buy	56,435 +2,298	+4%	+$35K	0.1%	139
2024 Q4	$784K	Buy	54,137 +4,470	+9%	+$61.4K	0.09%	144
2024 Q3	$627K	Buy	49,667 +8,032	+19%	+$106K	0.07%	162
2024 Q2	$558K	Buy	41,635 +3,654	+10%	+$44.3K	0.08%	159
2024 Q1	$447K	Buy	37,981 +15,407	+68%	+$165K	0.06%	167
2023 Q4	$219K	Buy	+22,574	New	+$219K	0.04%	233
2022 Q2	–	Sell	-2,325	Closed	-$14.6K	–	738
2022 Q1	$14.6K	Buy	+2,325	New	+$16.6K	﹤0.01%	718

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

Aaron Wealth Advisors's SMFG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q2 2026, buying an estimated $221K and bringing the position to 101,462 shares worth $2.39M. The position accounts for 0.12% of the portfolio, ranked #111.

Aaron Wealth Advisors first reported a position in SMFG in Q1 2022 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Aaron Wealth Advisors held 101,462 shares of Sumitomo Mitsui Financial worth $2.39M as of Q2 2026.
Aaron Wealth Advisors bought 9,952 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $221K.
Sumitomo Mitsui Financial made up 0.12% of Aaron Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Aaron Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2022 and has held it in 12 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.