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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
Q2 		$1.41M Buy
59,684
+42,206
+241% +$937K 0.01% 160
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 $1.89T 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

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

Dynasty Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 241% in Q2 2026, buying an estimated $937K and bringing the position to 59,684 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #160.

Dynasty Wealth Management first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Dynasty Wealth Management held 59,684 shares of Sumitomo Mitsui Financial worth $1.41M as of Q2 2026.
  • Dynasty Wealth Management bought 42,206 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $937K.
  • Sumitomo Mitsui Financial made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Dynasty Wealth Management first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.