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Cassaday & Co Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cassaday & Co Wealth Management’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 		$1.51K Hold
64
– – ﹤0.01% 1045
2026
Q1 		$1.26K Buy
+64
New +$1.34K ﹤0.01% 1105

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

Cassaday & Co Wealth Management's SMFG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 64 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Cassaday & Co Wealth Management first reported a position in SMFG in Q1 2026 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cassaday & Co Wealth Management held 64 shares of Sumitomo Mitsui Financial worth $1.51K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • Cassaday & Co Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2026 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.