CA
SMFG icon

Crewe Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Crewe 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 		$3.75K Hold
159
– – ﹤0.01% 922
2026
Q1 		$3.14K Hold
159
– – ﹤0.01% 853
2025
Q4 		$3.07K Hold
159
– – ﹤0.01% 815
2025
Q3 		$2.66K Buy
+159
New +$2.55K ﹤0.01% 811
2020
Q4 		– Sell
-304
Closed -$2K – 624
2020
Q3 		$2K Buy
+304
New +$1.74K ﹤0.01% 531

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

Crewe Advisors's SMFG Position: Q2 2026 in Review

Crewe Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 159 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Crewe Advisors first reported a position in SMFG in Q3 2020 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Crewe Advisors held 159 shares of Sumitomo Mitsui Financial worth $3.75K as of Q2 2026.
  • Crewe Advisors left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #922 holding.
  • Crewe Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2020 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.