Clearstead Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Clearstead Advisors’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	$222K	Sell	9,424 -9,424	-50%	-$209K	﹤0.01%	1031
2026 Q1	$372K	Buy	+18,848	New	+$396K	﹤0.01%	796
2025 Q2	–	Sell	-55	Closed	-$851	–	2866
2025 Q1	$851	Sell	55 -1	-2%	-$15	﹤0.01%	2008
2024 Q4	$812	Buy	+56	New	+$769	﹤0.01%	1944
2021 Q3	–	Sell	-256	Closed	-$2K	–	1375
2021 Q2	$2K	Buy	+256	New	+$1.84K	﹤0.01%	1078

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Advisors's SMFG Position: Q2 2026 in Review

Clearstead Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 50% in Q2 2026, selling an estimated $209K and leaving 9,424 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Clearstead Advisors first reported a position in SMFG in Q2 2021 and has held it in 5 quarters since. The position peaked at $372K in Q1 2026. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Clearstead Advisors held 9,424 shares of Sumitomo Mitsui Financial worth $222K as of Q2 2026.
Clearstead Advisors sold 9,424 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $209K.
Sumitomo Mitsui Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1031 holding.
Clearstead Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2021 and has held it in 5 quarters since.
Clearstead Advisors's Sumitomo Mitsui Financial position peaked at $372K in Q1 2026.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.