Avantax Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$719K	Buy	47,606 +15,107	+46%	+$217K	﹤0.01%	1363
2025 Q1	$502K	Buy	32,499 +6,005	+23%	+$91.3K	﹤0.01%	1497
2024 Q4	$384K	Buy	26,494 +6,182	+30%	+$84.9K	﹤0.01%	1621
2024 Q3	$257K	Buy	20,312 +1,183	+6%	+$15.6K	﹤0.01%	1866
2024 Q2	$257K	Buy	+19,129	New	+$232K	﹤0.01%	1802
2023 Q4	–	Sell	-11,647	Closed	-$115K	–	1663
2023 Q3	$115K	Buy	11,647 +144	+1%	+$1.33K	﹤0.01%	1483
2023 Q2	$98.9K	Sell	11,503 -102	-0.9%	-$843	﹤0.01%	1447
2023 Q1	$92.8K	Buy	+11,605	New	+$98.2K	﹤0.01%	1426
2022 Q2	–	Sell	-37,721	Closed	-$238K	–	1384
2022 Q1	$238K	Buy	37,721 +6,245	+20%	+$44.5K	﹤0.01%	1114
2021 Q4	$214K	Buy	+31,476	New	+$213K	﹤0.01%	1147

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's SMFG Position: Q2 2025 in Review

Avantax Advisory Services increased its Sumitomo Mitsui Financial (SMFG) stake by 46% in Q2 2025, buying an estimated $217K and bringing the position to 47,606 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Avantax Advisory Services first reported a position in SMFG in Q4 2021 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

Avantax Advisory Services held 47,606 shares of Sumitomo Mitsui Financial worth $719K as of Q2 2025.
Avantax Advisory Services bought 15,107 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $217K.
Sumitomo Mitsui Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1363 holding.
Avantax Advisory Services first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 10 quarters since.
371 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.