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EP Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

EP Wealth Advisors’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 		$548K Buy
23,250
+4,303
+23% +$95.6K ﹤0.01% 988
2026
Q1 		$374K Buy
18,947
+6,258
+49% +$131K ﹤0.01% 1044
2025
Q4 		$245K Buy
+12,689
New +$220K ﹤0.01% 1256
2025
Q2 		$182K Buy
+12,025
New +$173K ﹤0.01% 1280
2022
Q3 		– Sell
-26,387
Closed -$156K – 591
2022
Q2 		$156K Buy
26,387
+7,276
+38% +$44K ﹤0.01% 604
2022
Q1 		$120K Buy
19,111
+2,713
+17% +$19.3K ﹤0.01% 615
2021
Q4 		$111K Sell
16,398
-116
-0.7% -$786 ﹤0.01% 535
2021
Q3 		$116K Buy
16,514
+2,793
+20% +$19.4K ﹤0.01% 520
2021
Q2 		$95K Buy
13,721
+2,722
+25% +$19.5K ﹤0.01% 529
2021
Q1 		$80K Buy
+10,999
New +$76.6K ﹤0.01% 485
2020
Q3 		– Sell
-10,038
Closed -$56K – 373
2020
Q2 		$56K Buy
+10,038
New +$54.2K ﹤0.01% 366

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

EP Wealth Advisors's SMFG Position: Q2 2026 in Review

EP Wealth Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 23% in Q2 2026, buying an estimated $95.6K and bringing the position to 23,250 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

EP Wealth Advisors first reported a position in SMFG in Q2 2020 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • EP Wealth Advisors held 23,250 shares of Sumitomo Mitsui Financial worth $548K as of Q2 2026.
  • EP Wealth Advisors bought 4,303 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $95.6K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #988 holding.
  • EP Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2020 and has held it in 11 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.