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Beacon Pointe Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Beacon Pointe Advisors’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
Q1 		$585K Buy
29,620
+19,155
+183% +$402K ﹤0.01% 1227
2025
Q4 		$202K Buy
10,465
+369
+4% +$6.4K ﹤0.01% 1424
2025
Q3 		$169K Buy
+10,096
New +$162K ﹤0.01% 1333
2023
Q4 		– Sell
-10,616
Closed -$105K – 1387
2023
Q3 		$105K Sell
10,616
-936
-8% -$8.66K ﹤0.01% 1277
2023
Q2 		$99.3K Sell
11,552
-327
-3% -$2.7K ﹤0.01% 1049
2023
Q1 		$95K Buy
+11,879
New +$101K ﹤0.01% 1102
2022
Q4 		– Sell
-10,178
Closed -$57K – 1103
2022
Q3 		$57K Sell
10,178
-3,091
-23% -$18.6K ﹤0.01% 976
2022
Q2 		$81K Sell
13,269
-761
-5% -$4.6K ﹤0.01% 1014
2022
Q1 		$88K Buy
14,030
+792
+6% +$5.64K ﹤0.01% 1162
2021
Q4 		$90K Buy
+13,238
New +$89.7K ﹤0.01% 908

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Pointe Advisors's SMFG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 183% in Q1 2026, buying an estimated $402K and bringing the position to 29,620 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Beacon Pointe Advisors first reported a position in SMFG in Q4 2021 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Beacon Pointe Advisors held 29,620 shares of Sumitomo Mitsui Financial worth $585K as of Q1 2026.
  • Beacon Pointe Advisors bought 19,155 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $402K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1227 holding.
  • Beacon Pointe Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 10 quarters since.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.