Financial Connections Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Connections Group’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 Q1	$11K	Hold	561	–	–	﹤0.01%	185
2025 Q4	$10K	Hold	561	–	–	﹤0.01%	179
2025 Q3	$9K	Hold	561	–	–	﹤0.01%	181
2025 Q2	$8K	Hold	561	–	–	﹤0.01%	195
2025 Q1	$8K	Hold	561	–	–	﹤0.01%	171
2024 Q4	$8K	Hold	561	–	–	﹤0.01%	162
2024 Q3	$7K	Hold	561	–	–	﹤0.01%	160
2024 Q2	$7K	Sell	561 -1	-0.2%	-$12	﹤0.01%	219
2024 Q1	$7K	Buy	562 +1	+0.2%	+$11	0.01%	117
2023 Q4	$5K	Hold	561	–	–	﹤0.01%	187
2023 Q3	$5K	Buy	561 +10	+2%	+$92	0.01%	109
2023 Q2	$4K	Hold	551	–	–	﹤0.01%	207
2023 Q1	$4K	Hold	551	–	–	﹤0.01%	209
2022 Q4	$4K	Buy	551 +13	+2%	+$83	﹤0.01%	199
2022 Q3	$2K	Buy	538 +13	+2%	+$78	﹤0.01%	205
2022 Q2	$3K	Hold	525	–	–	﹤0.01%	244
2022 Q1	$3K	Hold	525	–	–	﹤0.01%	251
2021 Q4	$3K	Buy	+525	New	+$3.56K	﹤0.01%	267

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Connections Group's SMFG Position: Q1 2026 in Review

Financial Connections Group held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2026 at 561 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Financial Connections Group first reported a position in SMFG in Q4 2021 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Financial Connections Group held 561 shares of Sumitomo Mitsui Financial worth $11K as of Q1 2026.
Financial Connections Group left its Sumitomo Mitsui Financial share count unchanged in Q1 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #185 holding.
Financial Connections Group first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 18 quarters since.
444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.