Bogart Wealth LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bogart Wealth LLC’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	$2.08K	Buy	88 +56	+175%	+$1.24K	﹤0.01%	1448
2026 Q1	$632	Hold	32	–	–	﹤0.01%	1530
2025 Q4	$619	Hold	32	–	–	﹤0.01%	1405
2025 Q3	$536	Hold	32	–	–	﹤0.01%	1400
2025 Q2	$484	Hold	32	–	–	﹤0.01%	1360
2025 Q1	$495	Buy	+32	New	+$487	﹤0.01%	1283
2022 Q2	–	Sell	-300	Closed	-$2K	–	971
2022 Q1	$2K	Hold	300	–	–	﹤0.01%	700
2021 Q4	$2K	Hold	300	–	–	﹤0.01%	668
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	645
2021 Q2	$2K	Hold	300	–	–	﹤0.01%	614
2021 Q1	$2K	Hold	300	–	–	﹤0.01%	568
2020 Q4	$1K	Buy	+300	New	+$1.76K	﹤0.01%	443

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bogart Wealth LLC's SMFG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 175% in Q2 2026, buying an estimated $1.24K and bringing the position to 88 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Bogart Wealth LLC first reported a position in SMFG in Q4 2020 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Bogart Wealth LLC held 88 shares of Sumitomo Mitsui Financial worth $2.08K as of Q2 2026.
Bogart Wealth LLC bought 56 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.24K.
Sumitomo Mitsui Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1448 holding.
Bogart Wealth LLC first reported a position in Sumitomo Mitsui Financial in Q4 2020 and has held it in 12 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.