AWM
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Aprio Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aprio 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 		$524K Buy
22,214
+2,820
+15% +$62.6K 0.03% 371
2026
Q1 		$383K Buy
19,394
+2,072
+12% +$43.5K 0.02% 427
2025
Q4 		$335K Buy
17,322
+805
+5% +$14K 0.02% 413
2025
Q3 		$276K Buy
16,517
+626
+4% +$10K 0.03% 347
2025
Q2 		$240K Sell
15,891
-4,806
-23% -$69.1K 0.03% 349
2025
Q1 		$320K Buy
20,697
+6,441
+45% +$98K 0.04% 257
2024
Q4 		$207K Buy
14,256
+2,461
+21% +$33.8K 0.03% 294
2024
Q3 		$149K Buy
11,795
+863
+8% +$11.4K 0.02% 277
2024
Q2 		$147K Buy
+10,932
New +$132K 0.03% 248

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

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

Aprio Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 15% in Q2 2026, buying an estimated $62.6K and bringing the position to 22,214 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #371.

Aprio Wealth Management first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Aprio Wealth Management held 22,214 shares of Sumitomo Mitsui Financial worth $524K as of Q2 2026.
  • Aprio Wealth Management bought 2,820 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $62.6K.
  • Sumitomo Mitsui Financial made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #371 holding.
  • Aprio Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.