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Center for Financial Planning’s Sumitomo Mitsui Financial SMFG Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-323
Closed -$6.24K – 715
2025
Q4 		$6.24K Hold
323
– – ﹤0.01% 536
2025
Q3 		$5.41K Hold
323
– – ﹤0.01% 542
2025
Q2 		$4.88K Hold
323
– – ﹤0.01% 518
2025
Q1 		$4.99K Hold
323
– – ﹤0.01% 529
2024
Q4 		$4.68K Buy
+323
New +$4.44K ﹤0.01% 486

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Center for Financial Planning's SMFG Position: Q1 2026 in Review

Center for Financial Planning sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 323 shares — an estimated $6.24K sold.

Center for Financial Planning first reported a position in SMFG in Q4 2024 and held it in 5 quarters. The position peaked at $6.24K in Q4 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Center for Financial Planning reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 323 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $6.24K.
  • Center for Financial Planning first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 5 quarters.
  • Center for Financial Planning's Sumitomo Mitsui Financial position peaked at $6.24K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.