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Decker Retirement Planning’s Sumitomo Mitsui Financial SMFG Stock Holding History

Decker Retirement Planning’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 		$330 Buy
+14
New +$311 ﹤0.01% 413
2025
Q1 		– Sell
-94
Closed -$1.36K – 537
2024
Q4 		$1.36K Buy
+94
New +$1.29K ﹤0.01% 480

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Decker Retirement Planning's SMFG Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 14 shares worth $330. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in SMFG as recently as Q4 2024.

Decker Retirement Planning first reported a position in SMFG in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.36K in Q4 2024. 109 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Decker Retirement Planning held 14 shares of Sumitomo Mitsui Financial worth $330 as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Decker Retirement Planning position in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #413 holding.
  • Decker Retirement Planning first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 2 quarters since.
  • Decker Retirement Planning's Sumitomo Mitsui Financial position peaked at $1.36K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.