Diversify Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Diversify Advisory Services’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	$3.07M	Buy	+116,391	New	+$2.58M	0.05%	287
2026 Q1	–	Sell	-30,258	Closed	-$645K	–	750
2025 Q4	$645K	Buy	30,258 +2,467	+9%	+$42.8K	0.02%	525
2025 Q3	$454K	Buy	27,791 +2,118	+8%	+$33.9K	0.02%	592
2025 Q2	$419K	Buy	25,673 +5,009	+24%	+$72K	0.02%	589
2025 Q1	$296K	Buy	20,664 +4,365	+27%	+$66.4K	0.02%	499
2024 Q4	$230K	Buy	16,299 +197	+1%	+$2.71K	0.01%	556
2024 Q3	$204K	Sell	16,102 -4,368	-21%	-$57.7K	0.01%	601
2024 Q2	$281K	Sell	20,470 -33,501	-62%	-$406K	0.02%	521
2024 Q1	$617K	Buy	+53,971	New	+$579K	0.04%	370

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

Diversify Advisory Services's SMFG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 116,391 shares worth $3.07M. The stake represents 0.05% of the portfolio and ranks #287 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SMFG as recently as Q4 2025.

Diversify Advisory Services first reported a position in SMFG in Q1 2024 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Diversify Advisory Services held 116,391 shares of Sumitomo Mitsui Financial worth $3.07M as of Q2 2026.
Sumitomo Mitsui Financial was a new Diversify Advisory Services position in Q2 2026.
Sumitomo Mitsui Financial made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #287 holding.
Diversify Advisory Services first reported a position in Sumitomo Mitsui Financial in Q1 2024 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.