AssetMark Inc
SMFG icon

AssetMark Inc’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

AssetMark Inc’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
Q3 		$9.9M Buy
382,038
+64,786
+20% +$1.68M 0.02% 576
2026
Q2 		$7.48M Buy
317,252
+70,909
+29% +$1.57M 0.01% 626
2026
Q1 		$4.87M Buy
246,343
+96,203
+64% +$2.02M 0.01% 669
2025
Q4 		$2.9M Buy
150,140
+48,569
+48% +$842K 0.01% 772
2025
Q3 		$1.7M Buy
101,571
+42,766
+73% +$685K ﹤0.01% 858
2025
Q2 		$889K Buy
58,805
+28,217
+92% +$406K ﹤0.01% 950
2025
Q1 		$473K Buy
30,588
+11,847
+63% +$180K ﹤0.01% 996
2024
Q4 		$272K Buy
18,741
+10,003
+114% +$137K ﹤0.01% 1038
2024
Q3 		$110K Buy
8,738
+1,669
+24% +$22K ﹤0.01% 1134
2024
Q2 		$94.8K Buy
7,069
+196
+3% +$2.37K ﹤0.01% 1117
2024
Q1 		$80.9K Buy
6,873
+232
+3% +$2.49K ﹤0.01% 1075
2023
Q4 		$64.3K Buy
6,641
+847
+15% +$8.21K ﹤0.01% 1110
2023
Q3 		$57.1K Hold
5,794
– – ﹤0.01% 1071
2023
Q2 		$49.8K Hold
5,794
– – ﹤0.01% 1078
2023
Q1 		$46.4K Sell
5,794
-3,287
-36% -$27.8K ﹤0.01% 1047
2022
Q4 		$72.8K Buy
9,081
+5,090
+128% +$32.4K ﹤0.01% 965
2022
Q3 		$22K Hold
3,991
– – ﹤0.01% 1111
2022
Q2 		$24K Sell
3,991
-3,411
-46% -$20.6K ﹤0.01% 1087
2022
Q1 		$46K Buy
7,402
+3,411
+85% +$24.3K ﹤0.01% 938
2021
Q4 		$27K Hold
3,991
– – ﹤0.01% 1020
2021
Q3 		$28K Hold
3,991
– – ﹤0.01% 891
2021
Q2 		$27K Sell
3,991
-65
-2% -$466 ﹤0.01% 858
2021
Q1 		$29K Buy
4,056
+489
+14% +$3.41K ﹤0.01% 816
2020
Q4 		$22K Sell
3,567
-17,248
-83% -$101K ﹤0.01% 837
2020
Q3 		$116K Buy
20,815
+2,358
+13% +$13.5K ﹤0.01% 578
2020
Q2 		$104K Sell
18,457
-696
-4% -$3.76K ﹤0.01% 578
2020
Q1 		$92K Sell
19,153
-1,483
-7% -$9.6K ﹤0.01% 584
2019
Q4 		$153K Sell
20,636
-542
-3% -$3.9K ﹤0.01% 571
2019
Q3 		$145K Buy
21,178
+898
+4% +$6.14K ﹤0.01% 551
2019
Q2 		$143K Buy
20,280
+2,645
+15% +$18.7K ﹤0.01% 528
2019
Q1 		$124K Buy
17,635
+2,012
+13% +$14.4K ﹤0.01% 536
2018
Q4 		$102K Buy
15,623
+1,932
+14% +$14.4K ﹤0.01% 556
2018
Q3 		$110K Buy
13,691
+3,003
+28% +$23.7K ﹤0.01% 564
2018
Q2 		$83K Sell
10,688
-1,640
-13% -$13.6K ﹤0.01% 608
2018
Q1 		$105K Buy
12,328
+2,532
+26% +$22.6K ﹤0.01% 571
2017
Q4 		$85K Buy
9,796
+1,531
+19% +$12.4K ﹤0.01% 644
2017
Q3 		$64K Buy
8,265
+1,436
+21% +$10.9K ﹤0.01% 647
2017
Q2 		$54K Buy
6,829
+3,028
+80% +$22.5K ﹤0.01% 664
2017
Q1 		$28K Buy
3,801
+893
+31% +$6.94K ﹤0.01% 788
2016
Q4 		$22K Sell
2,908
-902
-24% -$6.55K ﹤0.01% 832
2016
Q3 		$26K Sell
3,810
-1,806
-32% -$11.7K ﹤0.01% 802
2016
Q2 		$32K Sell
5,616
-712
-11% -$4.35K ﹤0.01% 729
2016
Q1 		$38K Sell
6,328
-7,249
-53% -$45.2K ﹤0.01% 626
2015
Q4 		$103K Buy
+13,577
New +$107K ﹤0.01% 500

Other funds holding SMFG

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AssetMark Inc's SMFG Position: Q3 2026 in Review

AssetMark Inc increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 20% in Q3 2026, buying an estimated $1.68M and bringing the position to 382,038 shares worth $9.9M. The position accounts for 0.02% of the portfolio, ranked #576.

AssetMark Inc first reported a position in SMFG in Q4 2015 and has held it in 44 quarters since. 166 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • AssetMark Inc held 382,038 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $9.9M as of Q3 2026.
  • AssetMark Inc bought 64,786 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $1.68M.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of AssetMark Inc's portfolio in Q3 2026, its #576 holding.
  • AssetMark Inc first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2015 and has held it in 44 quarters since.
  • 166 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.