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Dakota Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dakota 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
Q2 		$1.05M Buy
44,373
+6,210
+16% +$138K 0.02% 420
2026
Q1 		$754K Buy
38,163
+271
+0.7% +$5.69K 0.02% 459
2025
Q4 		$732K Buy
37,892
+4,260
+13% +$73.8K 0.01% 473
2025
Q3 		$563K Buy
33,632
+9,389
+39% +$150K 0.01% 459
2025
Q2 		$366K Buy
24,243
+9,605
+66% +$138K 0.01% 564
2025
Q1 		$226K Buy
+14,638
New +$223K 0.01% 687
2023
Q1 		– Sell
-10,884
Closed -$87.3K – 645
2022
Q4 		$87.3K Buy
10,884
+228
+2% +$1.45K 0.01% 591
2022
Q3 		$59K Buy
10,656
+490
+5% +$2.96K ﹤0.01% 566
2022
Q2 		$60K Buy
+10,166
New +$61.4K 0.01% 506

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

Dakota Wealth Management's SMFG Position: Q2 2026 in Review

Dakota Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 44,373 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #420.

Dakota Wealth Management first reported a position in SMFG in Q2 2022 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Dakota Wealth Management held 44,373 shares of Sumitomo Mitsui Financial worth $1.05M as of Q2 2026.
  • Dakota Wealth Management bought 6,210 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $138K.
  • Sumitomo Mitsui Financial made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Dakota Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2022 and has held it in 9 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.