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BSW Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

BSW Wealth Partners’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 		$330K Sell
13,993
-182
-1% -$4.04K 0.04% 236
2026
Q1 		$280K Sell
14,175
-353
-2% -$7.42K 0.03% 258
2025
Q4 		$281K Sell
14,528
-816
-5% -$14.1K 0.03% 256
2025
Q3 		$257K Sell
15,344
-2,499
-14% -$40K 0.03% 277
2025
Q2 		$270K Sell
17,843
-1,809
-9% -$26K 0.04% 260
2025
Q1 		$304K Buy
19,652
+837
+4% +$12.7K 0.05% 232
2024
Q4 		$273K Buy
18,815
+1,170
+7% +$16.1K 0.04% 246
2024
Q3 		$223K Sell
17,645
-3,204
-15% -$42.3K 0.03% 275
2024
Q2 		$280K Buy
20,849
+2,820
+16% +$34.2K 0.05% 219
2024
Q1 		$212K Buy
+18,029
New +$193K 0.04% 274
2021
Q4 		– Sell
-11,001
Closed -$77K – 270
2021
Q3 		$77K Buy
+11,001
New +$76.6K 0.02% 245
2018
Q4 		– Sell
-10,286
Closed -$83K – 136
2018
Q3 		$83K Hold
10,286
– – 0.03% 136
2018
Q2 		$80K Buy
+10,286
New +$85.5K 0.03% 90

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

BSW Wealth Partners's SMFG Position: Q2 2026 in Review

BSW Wealth Partners reduced its Sumitomo Mitsui Financial (SMFG) stake by 1.3% in Q2 2026, selling an estimated $4.04K and leaving 13,993 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #236.

BSW Wealth Partners first reported a position in SMFG in Q2 2018 and has held it in 13 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • BSW Wealth Partners held 13,993 shares of Sumitomo Mitsui Financial worth $330K as of Q2 2026.
  • BSW Wealth Partners sold 182 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $4.04K.
  • Sumitomo Mitsui Financial made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #236 holding.
  • BSW Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q2 2018 and has held it in 13 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.