Cetera Investment Advisers
SMFG icon

Cetera Investment Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cetera Investment Advisers’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 		$6.81M Buy
288,600
+3,681
+1% +$81.7K 0.01% 1392
2026
Q1 		$5.63M Buy
284,919
+6,733
+2% +$141K 0.01% 1427
2025
Q4 		$5.38M Buy
278,186
+6,700
+2% +$116K 0.01% 1417
2025
Q3 		$4.54M Sell
271,486
-10,592
-4% -$170K 0.01% 1471
2025
Q2 		$4.26M Buy
282,078
+26,499
+10% +$381K 0.01% 1298
2025
Q1 		$3.95M Buy
255,579
+34,257
+15% +$521K 0.01% 1265
2024
Q4 		$3.21M Buy
221,322
+60,788
+38% +$835K 0.01% 1312
2024
Q3 		$2.03M Buy
160,534
+26,013
+19% +$344K ﹤0.01% 1620
2024
Q2 		$1.8M Buy
134,521
+18,342
+16% +$222K ﹤0.01% 1646
2024
Q1 		$1.37M Buy
116,179
+101,511
+692% +$1.09M ﹤0.01% 1826
2023
Q4 		$142K Sell
14,668
-14,855
-50% -$144K ﹤0.01% 2102
2023
Q3 		$291K Sell
29,523
-552
-2% -$5.11K ﹤0.01% 1750
2023
Q2 		$259K Buy
30,075
+1,235
+4% +$10.2K ﹤0.01% 1837
2023
Q1 		$231K Sell
28,840
-5,445
-16% -$46.1K ﹤0.01% 1866
2022
Q4 		$275K Buy
34,285
+9,343
+37% +$59.5K ﹤0.01% 1718
2022
Q3 		$137K Buy
24,942
+41
+0.2% +$247 ﹤0.01% 1546
2022
Q2 		$147K Buy
24,901
+1,390
+6% +$8.4K ﹤0.01% 1702
2022
Q1 		$147K Buy
23,511
+6,826
+41% +$48.6K ﹤0.01% 1767
2021
Q4 		$113K Buy
16,685
+711
+4% +$4.82K ﹤0.01% 1786
2021
Q3 		$112K Buy
15,974
+5,254
+49% +$36.6K ﹤0.01% 1730
2021
Q2 		$74K Buy
+10,720
New +$76.9K ﹤0.01% 1741

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

Cetera Investment Advisers's SMFG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Sumitomo Mitsui Financial (SMFG) stake by 1.3% in Q2 2026, buying an estimated $81.7K and bringing the position to 288,600 shares worth $6.81M. The position accounts for 0.01% of the portfolio, ranked #1392.

Cetera Investment Advisers first reported a position in SMFG in Q2 2021 and has held it in 21 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cetera Investment Advisers held 288,600 shares of Sumitomo Mitsui Financial worth $6.81M as of Q2 2026.
  • Cetera Investment Advisers bought 3,681 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $81.7K.
  • Sumitomo Mitsui Financial made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1392 holding.
  • Cetera Investment Advisers first reported a position in Sumitomo Mitsui Financial in Q2 2021 and has held it in 21 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.