AI
SMFG icon

AdvisorShares Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

AdvisorShares Investments’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 		$1.29M Sell
54,800
-3,940
-7% -$87.5K 0.16% 72
2026
Q1 		$1.16M Sell
58,740
-2,978
-5% -$62.6K 0.21% 71
2025
Q4 		$1.19M Buy
61,718
+1,698
+3% +$29.4K 0.2% 67
2025
Q3 		$1M Sell
60,020
-7,799
-11% -$125K 0.16% 77
2025
Q2 		$1.02M Buy
67,819
+10,572
+18% +$152K 0.18% 71
2025
Q1 		$863K Buy
57,247
+16,850
+42% +$256K 0.17% 67
2024
Q4 		$585K Sell
40,397
-5,940
-13% -$81.6K 0.11% 83
2024
Q3 		$585K Sell
46,337
-2,967
-6% -$39.2K 0.11% 79
2024
Q2 		$663K Sell
49,304
-1,184
-2% -$14.3K 0.12% 72
2024
Q1 		$594K Sell
50,488
-812
-2% -$8.71K 0.1% 91
2023
Q4 		$497K Buy
+51,300
New +$497K 0.12% 105

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

AdvisorShares Investments's SMFG Position: Q2 2026 in Review

AdvisorShares Investments reduced its Sumitomo Mitsui Financial (SMFG) stake by 6.7% in Q2 2026, selling an estimated $87.5K and leaving 54,800 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #72.

AdvisorShares Investments first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • AdvisorShares Investments held 54,800 shares of Sumitomo Mitsui Financial worth $1.29M as of Q2 2026.
  • AdvisorShares Investments sold 3,940 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $87.5K.
  • Sumitomo Mitsui Financial made up 0.16% of AdvisorShares Investments's portfolio in Q2 2026, its #72 holding.
  • AdvisorShares Investments first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.