Ameritas Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ameritas Advisory Services’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	$8.13K	Sell	345 -12,359	-97%	-$274K	﹤0.01%	1508
2026 Q1	$251K	Sell	12,704 -1,270	-9%	-$26.7K	0.01%	837
2025 Q4	$270K	Buy	+13,974	New	+$242K	0.01%	801
2025 Q3	–	Sell	-265	Closed	-$4K	–	2804
2025 Q2	$4K	Buy	+265	New	+$3.81K	﹤0.01%	2298
2023 Q2	–	Sell	-101	Closed	-$842	–	2216
2023 Q1	$842	Buy	+101	New	+$855	﹤0.01%	2575

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

Ameritas Advisory Services's SMFG Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Sumitomo Mitsui Financial (SMFG) stake by 97% in Q2 2026, selling an estimated $274K and leaving 345 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Ameritas Advisory Services first reported a position in SMFG in Q1 2023 and has held it in 5 quarters since. The position peaked at $270K in Q4 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Ameritas Advisory Services held 345 shares of Sumitomo Mitsui Financial worth $8.13K as of Q2 2026.
Ameritas Advisory Services sold 12,359 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $274K.
Sumitomo Mitsui Financial made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1508 holding.
Ameritas Advisory Services first reported a position in Sumitomo Mitsui Financial in Q1 2023 and has held it in 5 quarters since.
Ameritas Advisory Services's Sumitomo Mitsui Financial position peaked at $270K in Q4 2025.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.