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Cornerstone Planning Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cornerstone Planning Group’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 		$45.3K Sell
1,737
-150
-8% -$3.33K 0.01% 425
2026
Q1 		$40K Buy
1,887
+295
+19% +$6.2K 0.01% 458
2025
Q4 		$33.4K Buy
1,592
+1,543
+3,149% +$26.7K 0.01% 441
2025
Q3 		$6.02K Sell
49
-817
-94% -$13.1K ﹤0.01% 901
2025
Q2 		$13.2K Buy
866
+133
+18% +$1.91K ﹤0.01% 496
2025
Q1 		$10K Hold
733
– – ﹤0.01% 566
2024
Q4 		$10.9K Buy
733
+158
+27% +$2.17K ﹤0.01% 413
2024
Q3 		$7.31K Buy
575
+55
+11% +$726 ﹤0.01% 483
2024
Q2 		$6.28K Buy
520
+297
+133% +$3.6K ﹤0.01% 527
2024
Q1 		$2.58K Buy
223
+191
+597% +$2.05K ﹤0.01% 617
2023
Q4 		$310 Hold
32
– – ﹤0.01% 828
2023
Q3 		$315 Buy
+32
New +$296 ﹤0.01% 968

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

Cornerstone Planning Group's SMFG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Sumitomo Mitsui Financial (SMFG) stake by 7.9% in Q2 2026, selling an estimated $3.33K and leaving 1,737 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #425.

Cornerstone Planning Group first reported a position in SMFG in Q3 2023 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cornerstone Planning Group held 1,737 shares of Sumitomo Mitsui Financial worth $45.3K as of Q2 2026.
  • Cornerstone Planning Group sold 150 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.33K.
  • Sumitomo Mitsui Financial made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #425 holding.
  • Cornerstone Planning Group first reported a position in Sumitomo Mitsui Financial in Q3 2023 and has held it in 12 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.