AA
SMFG icon

Addison Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Addison 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 		– Sell
-1,876
Closed -$37.1K – 960
2026
Q1 		$37.1K Hold
1,876
– – 0.01% 473
2025
Q4 		$36.3K Hold
1,876
– – 0.01% 466
2025
Q3 		$31.4K Hold
1,876
– – 0.01% 483
2025
Q2 		$28.3K Hold
1,876
– – 0.01% 489
2025
Q1 		$29K Hold
1,876
– – 0.01% 449
2024
Q4 		$27.2K Hold
1,876
– – 0.01% 463
2024
Q3 		$23.7K Sell
1,876
-1
-0.1% -$13 0.01% 488
2024
Q2 		$25.2K Buy
+1,877
New +$22.7K 0.01% 457

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

Addison Advisors's SMFG Position: Q2 2026 in Review

Addison Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 1,876 shares — an estimated $37.1K sold.

Addison Advisors first reported a position in SMFG in Q2 2024 and held it in 8 quarters. The position peaked at $37.1K in Q1 2026. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Addison Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 1,876 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $37.1K.
  • Addison Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and held it in 8 quarters.
  • Addison Advisors's Sumitomo Mitsui Financial position peaked at $37.1K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.