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Advisornet Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-33
Closed -$638 – 2357
2025
Q4 		$638 Hold
33
– – ﹤0.01% 2062
2025
Q3 		$552 Hold
33
– – ﹤0.01% 2058
2025
Q2 		$499 Hold
33
– – ﹤0.01% 2057
2025
Q1 		$510 Hold
33
– – ﹤0.01% 1968
2024
Q4 		$478 Hold
33
– – ﹤0.01% 1786
2024
Q3 		$417 Hold
33
– – ﹤0.01% 2039
2024
Q2 		$443 Hold
33
– – ﹤0.01% 1954
2024
Q1 		$388 Hold
33
– – ﹤0.01% 1911
2023
Q4 		$319 Buy
+33
New +$320 ﹤0.01% 2211
2022
Q2 		– Sell
-1,370
Closed -$9K – 2122
2022
Q1 		$9K Sell
1,370
-157
-10% -$1.12K ﹤0.01% 1481
2021
Q4 		$10K Sell
1,527
-1,345
-47% -$9.11K ﹤0.01% 1496
2021
Q3 		$20K Hold
2,872
– – ﹤0.01% 1256
2021
Q2 		$20K Hold
2,872
– – ﹤0.01% 1228
2021
Q1 		$21K Hold
2,872
– – ﹤0.01% 1185
2020
Q4 		$18K Buy
2,872
+235
+9% +$1.38K ﹤0.01% 1162
2020
Q3 		$15K Buy
+2,637
New +$15.1K ﹤0.01% 1177
2019
Q4 		– Sell
-1,732
Closed -$12K – 1973
2019
Q3 		$12K Hold
1,732
– – ﹤0.01% 1330
2019
Q2 		$12K Hold
1,732
– – ﹤0.01% 1186
2019
Q1 		$12K Buy
+1,732
New +$12.4K ﹤0.01% 1133
2018
Q4 		– Sell
-1,781
Closed -$14K – 1562
2018
Q3 		$14K Sell
1,781
-151
-8% -$1.19K ﹤0.01% 1043
2018
Q2 		$15K Sell
1,932
-35
-2% -$291 ﹤0.01% 1022
2018
Q1 		$17K Hold
1,967
– – ﹤0.01% 959
2017
Q4 		$17K Buy
+1,967
New +$15.9K ﹤0.01% 898

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisornet Financial's SMFG Position: Q1 2026 in Review

Advisornet Financial sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 33 shares — an estimated $638 sold.

Advisornet Financial first reported a position in SMFG in Q4 2017 and held it in 23 quarters. The position peaked at $21K in Q1 2021. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Advisornet Financial reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 33 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $638.
  • Advisornet Financial first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 23 quarters.
  • Advisornet Financial's Sumitomo Mitsui Financial position peaked at $21K in Q1 2021.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.