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

Dynasty 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
Q1 		$345K Sell
17,478
-534
-3% -$11.2K ﹤0.01% 277
2025
Q4 		$348K Buy
18,012
+3,882
+27% +$67.3K ﹤0.01% 274
2025
Q3 		$237K Buy
+14,130
New +$226K ﹤0.01% 288

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynasty Wealth Management's SMFG Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 3% in Q1 2026, selling an estimated $11.2K and leaving 17,478 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Dynasty Wealth Management first reported a position in SMFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Dynasty Wealth Management held 17,478 shares of Sumitomo Mitsui Financial worth $345K as of Q1 2026.
  • Dynasty Wealth Management sold 534 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $11.2K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #277 holding.
  • Dynasty Wealth Management first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Sumitomo Mitsui Financial position peaked at $348K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.