Creative Financial Designs’s Sumitomo Mitsui Financial SMFG Stock Holding History

Creative Financial Designs’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	$7.33K	Hold	311	–	–	﹤0.01%	1600
2026 Q1	$6.14K	Hold	311	–	–	﹤0.01%	1535
2025 Q4	$6.01K	Buy	311 +66	+27%	+$1.14K	﹤0.01%	1472
2025 Q3	$4.1K	Buy	245 +80	+48%	+$1.28K	﹤0.01%	1573
2025 Q2	$2.49K	Sell	165 -181	-52%	-$2.6K	﹤0.01%	1649
2025 Q1	$5.35K	Buy	+346	New	+$5.26K	﹤0.01%	1471
2021 Q4	–	Sell	-576	Closed	-$4K	–	1414
2021 Q3	$4K	Hold	576	–	–	﹤0.01%	1210
2021 Q2	$4K	Hold	576	–	–	﹤0.01%	1233
2021 Q1	$4K	Sell	576 -159	-22%	-$1.11K	﹤0.01%	1118
2020 Q4	$5K	Hold	735	–	–	﹤0.01%	992
2020 Q3	$4K	Buy	735 +576	+362%	+$3.3K	﹤0.01%	990
2020 Q2	$1K	Buy	+159	New	+$859	﹤0.01%	1125
2018 Q4	–	Sell	-159	Closed	-$1K	–	737
2018 Q3	$1K	Hold	159	–	–	﹤0.01%	712
2018 Q2	$1K	Hold	159	–	–	﹤0.01%	723
2018 Q1	$1K	Hold	159	–	–	﹤0.01%	669
2017 Q4	$1K	Hold	159	–	–	﹤0.01%	668
2017 Q3	$1K	Sell	159 -2	-1%	-$15	﹤0.01%	701
2017 Q2	$1K	Hold	161	–	–	﹤0.01%	716
2017 Q1	$1K	Buy	161 +2	+1%	+$16	﹤0.01%	673
2016 Q4	$1K	Buy	+159	New	+$1.16K	﹤0.01%	681

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

Creative Financial Designs's SMFG Position: Q2 2026 in Review

Creative Financial Designs held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 311 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Creative Financial Designs first reported a position in SMFG in Q4 2016 and has held it in 20 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Creative Financial Designs held 311 shares of Sumitomo Mitsui Financial worth $7.33K as of Q2 2026.
Creative Financial Designs left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1600 holding.
Creative Financial Designs first reported a position in Sumitomo Mitsui Financial in Q4 2016 and has held it in 20 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.