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

Drive 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 		$561K Buy
23,514
+1,739
+8% +$38.6K 0.1% 165
2026
Q1 		$430K Sell
21,775
-2,642
-11% -$55.5K 0.09% 187
2025
Q4 		$472K Buy
24,417
+3,137
+15% +$54.4K 0.09% 171
2025
Q3 		$356K Buy
21,280
+320
+2% +$5.13K 0.08% 210
2025
Q2 		$322K Sell
20,960
-101
-0.5% -$1.45K 0.07% 227
2025
Q1 		$326K Sell
21,061
-534
-2% -$8.12K 0.08% 205
2024
Q4 		$313K Buy
21,595
+572
+3% +$7.86K 0.08% 210
2024
Q3 		$266K Buy
21,023
+185
+0.9% +$2.44K 0.07% 238
2024
Q2 		$279K Buy
20,838
+422
+2% +$5.11K 0.08% 215
2024
Q1 		$240K Buy
20,416
+1,354
+7% +$14.5K 0.07% 252
2023
Q4 		$185K Buy
19,062
+1,314
+7% +$12.7K 0.06% 275
2023
Q3 		$175K Buy
17,748
+2,343
+15% +$21.7K 0.06% 249
2023
Q2 		$135K Buy
15,405
+1,834
+14% +$15.2K 0.05% 260
2023
Q1 		$109K Sell
13,571
-429
-3% -$3.63K 0.05% 277
2022
Q4 		$112K Buy
14,000
+624
+5% +$3.97K 0.06% 237
2022
Q3 		$74K Buy
+13,376
New +$80.7K 0.07% 152

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

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

Drive Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 8% in Q2 2026, buying an estimated $38.6K and bringing the position to 23,514 shares worth $561K. The position accounts for 0.1% of the portfolio, ranked #165.

Drive Wealth Management first reported a position in SMFG in Q3 2022 and has held it in 16 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Drive Wealth Management held 23,514 shares of Sumitomo Mitsui Financial worth $561K as of Q2 2026.
  • Drive Wealth Management bought 1,739 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $38.6K.
  • Sumitomo Mitsui Financial made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Drive Wealth Management first reported a position in Sumitomo Mitsui Financial in Q3 2022 and has held it in 16 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.