FFA
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Farther Finance Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Farther Finance 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 		$1.23M Buy
52,124
+11,631
+29% +$258K 0.01% 975
2026
Q1 		$838K Buy
40,493
+16,177
+67% +$340K 0.01% 1087
2025
Q4 		$470K Buy
24,316
+9,566
+65% +$166K 0.01% 1346
2025
Q3 		$247K Buy
14,750
+922
+7% +$14.8K ﹤0.01% 1494
2025
Q2 		$209K Buy
13,828
+3,386
+32% +$48.7K ﹤0.01% 1366
2025
Q1 		$157K Sell
10,442
-504
-5% -$7.67K ﹤0.01% 1325
2024
Q4 		$159K Buy
10,946
+763
+7% +$10.5K 0.01% 1097
2024
Q3 		$129K Buy
10,183
+1,007
+11% +$13.3K ﹤0.01% 1196
2024
Q2 		$123K Buy
9,176
+656
+8% +$7.95K 0.01% 1042
2024
Q1 		$97.4K Buy
8,520
+90
+1% +$965 0.01% 952
2023
Q4 		$81.6K Buy
8,430
+7,536
+843% +$73.1K 0.01% 855
2023
Q3 		$8.81K Buy
894
+664
+289% +$6.14K ﹤0.01% 1327
2023
Q2 		$1.98K Hold
230
– – ﹤0.01% 1758
2023
Q1 		$1.84K Hold
230
– – ﹤0.01% 1672
2022
Q4 		$1.84K Buy
+230
New +$1.47K ﹤0.01% 1481

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

Farther Finance Advisors's SMFG Position: Q2 2026 in Review

Farther Finance Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 29% in Q2 2026, buying an estimated $258K and bringing the position to 52,124 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #975.

Farther Finance Advisors first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Farther Finance Advisors held 52,124 shares of Sumitomo Mitsui Financial worth $1.23M as of Q2 2026.
  • Farther Finance Advisors bought 11,631 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $258K.
  • Sumitomo Mitsui Financial made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #975 holding.
  • Farther Finance Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.