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Beverly Hills Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-17,177
Closed -$339K – 345
2026
Q1 		$339K Sell
17,177
-1,503
-8% -$31.6K 0.06% 246
2025
Q4 		$361K Buy
18,680
+391
+2% +$6.78K 0.06% 222
2025
Q3 		$306K Buy
18,289
+4,263
+30% +$68.3K 0.05% 260
2025
Q2 		$212K Sell
14,026
-510
-4% -$7.33K 0.04% 318
2025
Q1 		$225K Buy
14,536
+290
+2% +$4.41K 0.04% 321
2024
Q4 		$206K Sell
14,246
-386
-3% -$5.3K 0.04% 318
2024
Q3 		$185K Sell
14,632
-3,845
-21% -$50.8K 0.04% 324
2024
Q2 		$248K Buy
18,477
+108
+0.6% +$1.31K 0.05% 301
2024
Q1 		$216K Buy
18,369
+867
+5% +$9.3K 0.05% 332
2023
Q4 		$169K Sell
17,502
-36,893
-68% -$358K 0.04% 326
2023
Q3 		$536K Sell
54,395
-56,005
-51% -$518K 0.16% 139
2023
Q2 		$1.01M Buy
110,400
+59,843
+118% +$494K 0.17% 135
2023
Q1 		$404K Buy
50,557
+28,596
+130% +$242K 0.13% 181
2022
Q4 		$176K Buy
+21,961
New +$140K 0.08% 217

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

Beverly Hills Private Wealth's SMFG Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 17,177 shares — an estimated $339K sold.

Beverly Hills Private Wealth first reported a position in SMFG in Q4 2022 and held it in 14 quarters. The position peaked at $1.01M in Q2 2023. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 17,177 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $339K.
  • Beverly Hills Private Wealth first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Sumitomo Mitsui Financial position peaked at $1.01M in Q2 2023.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.