Envestnet Portfolio Solutions
SMFG icon

Envestnet Portfolio Solutions’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Envestnet Portfolio Solutions’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 		$326K Buy
13,845
+1,835
+15% +$40.8K ﹤0.01% 1150
2026
Q1 		$237K Sell
12,010
-402
-3% -$8.45K ﹤0.01% 1208
2025
Q4 		$240K Buy
12,412
+121
+1% +$2.1K ﹤0.01% 1394
2025
Q3 		$206K Buy
12,291
+678
+6% +$10.9K ﹤0.01% 1416
2025
Q2 		$175K Sell
11,613
-6,983
-38% -$100K ﹤0.01% 1504
2025
Q1 		$287K Sell
18,596
-12,190
-40% -$185K ﹤0.01% 1310
2024
Q4 		$446K Buy
30,786
+8,018
+35% +$110K ﹤0.01% 1296
2024
Q3 		$288K Buy
22,768
+3,530
+18% +$46.6K ﹤0.01% 1474
2024
Q2 		$258K Sell
19,238
-2,157
-10% -$26.1K ﹤0.01% 1459
2024
Q1 		$252K Buy
21,395
+4,776
+29% +$51.2K ﹤0.01% 1447
2023
Q4 		$161K Sell
16,619
-5,997
-27% -$58.1K ﹤0.01% 1509
2023
Q3 		$223K Buy
+22,616
New +$209K ﹤0.01% 1387

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 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's SMFG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 15% in Q2 2026, buying an estimated $40.8K and bringing the position to 13,845 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Envestnet Portfolio Solutions first reported a position in SMFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $446K in Q4 2024. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,845 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $326K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,835 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $40.8K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1150 holding.
  • Envestnet Portfolio Solutions first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $446K in Q4 2024.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.