EWA
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EverSource Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

EverSource 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 		$292K Sell
12,385
-20,449
-62% -$454K 0.01% 815
2026
Q1 		$648K Buy
32,834
+1,972
+6% +$41.4K 0.02% 504
2025
Q4 		$597K Sell
30,862
-1,219
-4% -$21.1K 0.02% 485
2025
Q3 		$537K Sell
32,081
-41
-0.1% -$657 0.02% 474
2025
Q2 		$485K Buy
32,122
+24,384
+315% +$351K 0.02% 465
2025
Q1 		$120K Sell
7,738
-8,580
-53% -$131K 0.01% 846
2024
Q4 		$236K Buy
16,318
+14,016
+609% +$193K 0.01% 592
2024
Q3 		$29.1K Buy
2,302
+40
+2% +$528 ﹤0.01% 1297
2024
Q2 		$32.7K Sell
2,262
-284
-11% -$3.44K ﹤0.01% 1286
2024
Q1 		$28.8K Buy
2,546
+697
+38% +$7.48K ﹤0.01% 1201
2023
Q4 		$17.9K Buy
1,849
+152
+9% +$1.47K ﹤0.01% 1286
2023
Q3 		$16.7K Sell
1,697
-78
-4% -$721 ﹤0.01% 1196
2023
Q2 		$15.3K Sell
1,775
-105
-6% -$867 ﹤0.01% 1255
2023
Q1 		$15K Hold
1,880
– – ﹤0.01% 1195
2022
Q4 		$15.1K Sell
1,880
-2,818
-60% -$17.9K ﹤0.01% 1170
2022
Q3 		$26K Buy
4,698
+4,327
+1,166% +$26.1K 0.01% 825
2022
Q2 		$2K Sell
371
-1,304
-78% -$7.88K ﹤0.01% 1562
2022
Q1 		$11K Buy
1,675
+185
+12% +$1.32K ﹤0.01% 948
2021
Q4 		$10K Buy
+1,490
New +$10.1K ﹤0.01% 974

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

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

EverSource Wealth Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 62% in Q2 2026, selling an estimated $454K and leaving 12,385 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #815.

EverSource Wealth Advisors first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $648K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • EverSource Wealth Advisors held 12,385 shares of Sumitomo Mitsui Financial worth $292K as of Q2 2026.
  • EverSource Wealth Advisors sold 20,449 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $454K.
  • Sumitomo Mitsui Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #815 holding.
  • EverSource Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Sumitomo Mitsui Financial position peaked at $648K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.