Advisory Services Network’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.2K | Buy |
+2,136
| New | +$44.9K | ﹤0.01% | 2724 |
|
|
2025
Q4 | – | Sell |
-943
| Closed | -$15.8K | – | 3886 |
|
|
2025
Q3 | $15.8K | Buy |
+943
| New | +$15.1K | ﹤0.01% | 3067 |
|
|
2024
Q4 | – | Sell |
-82,486
| Closed | -$1.11M | – | 1707 |
|
|
2024
Q3 | $1.11M | Hold |
82,486
| – | – | 0.02% | 678 |
|
|
2024
Q2 | $1.11M | Buy |
+82,486
| New | +$999K | 0.02% | 678 |
|
|
2024
Q1 | – | Sell |
-243
| Closed | -$2.35K | – | 3334 |
|
|
2023
Q4 | $2.35K | Sell |
243
-27,691
| -99% | -$268K | ﹤0.01% | 3354 |
|
|
2023
Q3 | $275K | Buy |
27,934
+7,466
| +36% | +$69.1K | 0.01% | 1174 |
|
|
2023
Q2 | $176K | Buy |
20,468
+19,970
| +4,010% | +$165K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $3.98K | Buy |
498
+115
| +30% | +$973 | ﹤0.01% | 3225 |
|
|
2022
Q4 | $3.07K | Buy |
+383
| New | +$2.44K | ﹤0.01% | 3282 |
|
|
2021
Q3 | – | Sell |
-965
| Closed | -$7K | – | 2960 |
|
|
2021
Q2 | $7K | Buy |
+965
| New | +$6.92K | ﹤0.01% | 2964 |
|
|
2021
Q1 | – | Sell |
-454
| Closed | -$3K | – | 2703 |
|
|
2020
Q4 | $3K | Sell |
454
-4,502
| -91% | -$26.4K | ﹤0.01% | 2920 |
|
|
2020
Q3 | $28K | Buy |
+4,956
| New | +$28.4K | ﹤0.01% | 1907 |
|
|
2020
Q2 | – | Sell |
-3,434
| Closed | -$16K | – | 2482 |
|
|
2020
Q1 | $16K | Sell |
3,434
-4,800
| -58% | -$30.9K | ﹤0.01% | 2000 |
|
|
2019
Q4 | $61K | Buy |
8,234
+4,833
| +142% | +$34.8K | ﹤0.01% | 1406 |
|
|
2019
Q3 | $24K | Hold |
3,401
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q2 | $24K | Buy |
3,401
+1,825
| +116% | +$12.9K | ﹤0.01% | 1729 |
|
|
2019
Q1 | $11K | Buy |
1,576
+214
| +16% | +$1.53K | ﹤0.01% | 1826 |
|
|
2018
Q4 | $9K | Sell |
1,362
-1,224
| -47% | -$9.14K | ﹤0.01% | 1804 |
|
|
2018
Q3 | $21K | Sell |
2,586
-1,335
| -34% | -$10.6K | ﹤0.01% | 1558 |
|
|
2018
Q2 | $32K | Hold |
3,921
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q1 | $33K | Buy |
3,921
+2,546
| +185% | +$22.7K | ﹤0.01% | 1471 |
|
|
2017
Q4 | $12K | Buy |
1,375
+125
| +10% | +$1.01K | ﹤0.01% | 1776 |
|
|
2017
Q3 | $10K | Buy |
1,250
+454
| +57% | +$3.46K | ﹤0.01% | 1624 |
|
|
2017
Q2 | $6K | Hold |
796
| – | – | ﹤0.01% | 1760 |
|
|
2017
Q1 | $6K | Buy |
+796
| New | +$6.18K | ﹤0.01% | 1662 |
|
|
2016
Q3 | $5K | Hold |
796
| – | – | ﹤0.01% | 1541 |
|
|
2016
Q2 | $5K | Buy |
796
+570
| +252% | +$3.48K | ﹤0.01% | 1425 |
|
|
2016
Q1 | $1K | Sell |
226
-964
| -81% | -$6.01K | ﹤0.01% | 1609 |
|
|
2015
Q4 | $9K | Hold |
1,190
| – | – | ﹤0.01% | 970 |
|
|
2015
Q3 | $9K | Buy |
1,190
+226
| +23% | +$1.9K | ﹤0.01% | 951 |
|
|
2015
Q2 | $9K | Hold |
964
| – | – | ﹤0.01% | 896 |
|
|
2015
Q1 | $8K | Sell |
964
-5,018
| -84% | -$37.5K | ﹤0.01% | 871 |
|
|
2014
Q4 | $41K | Sell |
5,982
-7,831
| -57% | -$59.4K | 0.01% | 457 |
|
|
2014
Q3 | $113K | Buy |
13,813
+1,825
| +15% | +$15K | 0.04% | 258 |
|
|
2014
Q2 | $102K | Buy |
+11,988
| New | +$98.8K | 0.04% | 243 |
|
|
2014
Q1 | – | Sell |
-588
| Closed | -$6K | – | 703 |
|
|
2013
Q4 | $6K | Buy |
+588
| New | +$5.85K | ﹤0.01% | 749 |
|
Other funds holding SMFG
CCMG
Advisory Services Network's SMFG Position: Q1 2026 in Review
Advisory Services Network opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2026: 2,136 shares worth $42.2K. The stake represents ﹤0.01% of the portfolio and ranks #2724 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SMFG as recently as Q3 2025.
Advisory Services Network first reported a position in SMFG in Q4 2013 and has held it in 36 quarters since. The position peaked at $1.11M in Q3 2024. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.
- Advisory Services Network held 2,136 shares of Sumitomo Mitsui Financial worth $42.2K as of Q1 2026.
- Sumitomo Mitsui Financial was a new Advisory Services Network position in Q1 2026.
- Sumitomo Mitsui Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2724 holding.
- Advisory Services Network first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 36 quarters since.
- Advisory Services Network's Sumitomo Mitsui Financial position peaked at $1.11M in Q3 2024.
- 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.