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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
Q2 		$349K Sell
14,799
-14,821
-50% -$329K ﹤0.01% 1523
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 $1.89T 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

Beacon Pointe Advisors's SMFG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 50% in Q2 2026, selling an estimated $329K and leaving 14,799 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Beacon Pointe Advisors first reported a position in SMFG in Q4 2021 and has held it in 11 quarters since. The position peaked at $585K in Q1 2026. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Beacon Pointe Advisors held 14,799 shares of Sumitomo Mitsui Financial worth $349K as of Q2 2026.
  • Beacon Pointe Advisors sold 14,821 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $329K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1523 holding.
  • Beacon Pointe Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Sumitomo Mitsui Financial position peaked at $585K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.