Abound Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Abound Wealth Management’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	$1.06K	Hold	45	–	–	﹤0.01%	815
2026 Q1	$889	Hold	45	–	–	﹤0.01%	993
2025 Q4	$870	Hold	45	–	–	﹤0.01%	915
2025 Q3	$754	Hold	45	–	–	﹤0.01%	891
2025 Q2	$680	Sell	45 -11	-20%	-$158	﹤0.01%	834
2025 Q1	$866	Sell	56 -36	-39%	-$548	﹤0.01%	769
2024 Q4	$1.33K	Hold	92	–	–	﹤0.01%	709
2024 Q3	$1.16K	Sell	92 -26	-22%	-$343	﹤0.01%	766
2024 Q2	$1.58K	Hold	118	–	–	﹤0.01%	665
2024 Q1	$1.39K	Hold	118	–	–	﹤0.01%	724
2023 Q4	$1.14K	Hold	118	–	–	﹤0.01%	749
2023 Q3	$1.16K	Hold	118	–	–	﹤0.01%	702
2023 Q2	$1.01K	Buy	+118	New	+$975	﹤0.01%	734

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

Abound Wealth Management's SMFG Position: Q2 2026 in Review

Abound Wealth Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 45 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Abound Wealth Management first reported a position in SMFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.58K in Q2 2024. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Abound Wealth Management held 45 shares of Sumitomo Mitsui Financial worth $1.06K as of Q2 2026.
Abound Wealth Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #815 holding.
Abound Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Sumitomo Mitsui Financial position peaked at $1.58K in Q2 2024.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.