CTWM
SMFG icon

Cherry Tree Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cherry Tree 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
Q1 		$10.5K Hold
533
– – ﹤0.01% 420
2025
Q4 		$10.3K Hold
533
– – ﹤0.01% 424
2025
Q3 		$8.92K Hold
533
– – ﹤0.01% 417
2025
Q2 		$8.05K Hold
533
– – ﹤0.01% 436
2025
Q1 		$8.24K Buy
+533
New +$8.11K ﹤0.01% 456

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

Cherry Tree Wealth Management's SMFG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2026 at 533 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Cherry Tree Wealth Management first reported a position in SMFG in Q1 2025 and has held it in 5 quarters since. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Cherry Tree Wealth Management held 533 shares of Sumitomo Mitsui Financial worth $10.5K as of Q1 2026.
  • Cherry Tree Wealth Management left its Sumitomo Mitsui Financial share count unchanged in Q1 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #420 holding.
  • Cherry Tree Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 5 quarters since.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.