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

Diversify 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 		$3.07M Sell
116,391
-2,856
-2% -$63.4K 0.05% 287
2026
Q1 		$2.48M Buy
119,247
+33,410
+39% +$702K 0.04% 321
2025
Q4 		$1.76M Buy
85,837
+3,592
+4% +$62.3K 0.08% 225
2025
Q3 		$1.34M Buy
82,245
+1,695
+2% +$27.2K 0.08% 238
2025
Q2 		$1.31M Buy
80,550
+12,654
+19% +$182K 0.08% 238
2025
Q1 		$974K Buy
67,896
+6,819
+11% +$104K 0.07% 249
2024
Q4 		$863K Buy
61,077
+9,553
+19% +$131K 0.07% 242
2024
Q3 		$633K Buy
51,524
+2,603
+5% +$34.4K 0.06% 267
2024
Q2 		$590K Buy
+48,921
New +$593K 0.07% 240

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

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

Diversify Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 2.4% in Q2 2026, selling an estimated $63.4K and leaving 116,391 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #287.

Diversify Wealth Management first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Diversify Wealth Management held 116,391 shares of Sumitomo Mitsui Financial worth $3.07M as of Q2 2026.
  • Diversify Wealth Management sold 2,856 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $63.4K.
  • Sumitomo Mitsui Financial made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Diversify Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.