Arax Advisory Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Arax Advisory Partners’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	$989K	Buy	41,927 +32,455	+343%	+$721K	0.01%	1223
2026 Q1	$193K	Sell	9,472 -9,317	-50%	-$196K	0.01%	1094
2025 Q4	$363K	Sell	18,789 -3,689	-16%	-$63.9K	0.01%	734
2025 Q3	$376K	Buy	22,478 +18,735	+501%	+$300K	0.01%	1015
2025 Q2	$56.6K	Buy	3,743 +2,997	+402%	+$43.1K	﹤0.01%	1176
2025 Q1	$11.5K	Buy	+746	New	+$11.3K	﹤0.01%	1520
2019 Q3	–	Sell	-5,539	Closed	-$39K	–	603
2019 Q2	$39K	Buy	+5,539	New	+$39.2K	0.01%	353
2018 Q4	$37K	Sell	5,638 -501	-8%	-$3.74K	0.01%	305
2018 Q3	$49K	Sell	6,139 -12,860	-68%	-$102K	0.02%	291
2018 Q2	$147K	Buy	18,999 +3,871	+26%	+$32.2K	0.06%	121
2018 Q1	$128K	Sell	15,128 -1,274	-8%	-$11.4K	0.07%	116
2017 Q4	$142K	Buy	16,402 +389	+2%	+$3.15K	0.06%	124
2017 Q3	$123K	Buy	16,013 +436	+3%	+$3.32K	0.06%	129
2017 Q2	$122K	Buy	15,577 +8,017	+106%	+$59.6K	0.06%	137
2017 Q1	$54K	Buy	7,560 +3,475	+85%	+$27K	0.03%	194
2016 Q4	$31K	Buy	+4,085	New	+$29.7K	0.02%	218

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

Arax Advisory Partners's SMFG Position: Q2 2026 in Review

Arax Advisory Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 343% in Q2 2026, buying an estimated $721K and bringing the position to 41,927 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #1223.

Arax Advisory Partners first reported a position in SMFG in Q4 2016 and has held it in 16 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Arax Advisory Partners held 41,927 shares of Sumitomo Mitsui Financial worth $989K as of Q2 2026.
Arax Advisory Partners bought 32,455 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $721K.
Sumitomo Mitsui Financial made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1223 holding.
Arax Advisory Partners first reported a position in Sumitomo Mitsui Financial in Q4 2016 and has held it in 16 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.