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

Empirical 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	$365K	Sell	15,476 -1,024	-6%	-$22.7K	0.01%	805
2026 Q1	$326K	Buy	16,500 +5,142	+45%	+$108K	0.01%	761
2025 Q4	$220K	Sell	11,358 -4,065	-26%	-$70.5K	﹤0.01%	822
2025 Q3	$258K	Buy	15,423 +4,976	+48%	+$79.7K	0.01%	672
2025 Q2	$158K	Buy	+10,447	New	+$150K	﹤0.01%	667
2025 Q1	–	Sell	-10,417	Closed	-$151K	–	711
2024 Q4	$151K	Buy	+10,417	New	+$143K	﹤0.01%	588

Other funds holding SMFG

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Empirical Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 6.2% in Q2 2026, selling an estimated $22.7K and leaving 15,476 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #805.

Empirical Wealth Management first reported a position in SMFG in Q4 2024 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Empirical Wealth Management held 15,476 shares of Sumitomo Mitsui Financial worth $365K as of Q2 2026.
Empirical Wealth Management sold 1,024 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $22.7K.
Sumitomo Mitsui Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #805 holding.
Empirical Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.