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Asset Dedication LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Asset Dedication LLC’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 		$1.08K Buy
+46
New +$1.02K ﹤0.01% 1099
2020
Q1 		– Sell
-756
Closed -$6K – 792
2019
Q4 		$6K Buy
+756
New +$5.44K ﹤0.01% 528

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

Asset Dedication LLC's SMFG Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 46 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in SMFG as recently as Q4 2019.

Asset Dedication LLC first reported a position in SMFG in Q4 2019 and has held it in 2 quarters since. The position peaked at $6K in Q4 2019. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Asset Dedication LLC held 46 shares of Sumitomo Mitsui Financial worth $1.08K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Asset Dedication LLC position in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1099 holding.
  • Asset Dedication LLC first reported a position in Sumitomo Mitsui Financial in Q4 2019 and has held it in 2 quarters since.
  • Asset Dedication LLC's Sumitomo Mitsui Financial position peaked at $6K in Q4 2019.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.