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Apollon Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Apollon Wealth Management’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 		$312K Buy
13,223
+1,454
+12% +$32.3K ﹤0.01% 1250
2026
Q1 		$232K Sell
11,769
-3,153
-21% -$66.2K ﹤0.01% 1250
2025
Q4 		$288K Buy
14,922
+749
+5% +$13K 0.01% 1079
2025
Q3 		$237K Buy
14,173
+366
+3% +$5.86K ﹤0.01% 1149
2025
Q2 		$209K Buy
13,807
+651
+5% +$9.36K ﹤0.01% 1159
2025
Q1 		$203K Sell
13,156
-3,119
-19% -$47.4K ﹤0.01% 1096
2024
Q4 		$236K Buy
16,275
+1,015
+7% +$13.9K 0.01% 1037
2024
Q3 		$193K Sell
15,260
-614
-4% -$8.11K 0.01% 1073
2024
Q2 		$213K Buy
15,874
+980
+7% +$11.9K 0.01% 1002
2024
Q1 		$175K Buy
14,894
+75
+0.5% +$805 0.01% 1045
2023
Q4 		$143K Buy
+14,819
New +$144K 0.01% 1022

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

Apollon Wealth Management's SMFG Position: Q2 2026 in Review

Apollon Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q2 2026, buying an estimated $32.3K and bringing the position to 13,223 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Apollon Wealth Management first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Apollon Wealth Management held 13,223 shares of Sumitomo Mitsui Financial worth $312K as of Q2 2026.
  • Apollon Wealth Management bought 1,454 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $32.3K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1250 holding.
  • Apollon Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.