Financial Gravity Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Gravity Asset Management’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	$40	Hold	2	–	–	﹤0.01%	888
2025 Q4	$39	Sell	2 -36	-95%	-$624	﹤0.01%	707
2025 Q3	$636	Buy	+38	New	+$609	﹤0.01%	832
2025 Q1	$587	Buy	+38	New	+$578	﹤0.01%	920
2024 Q2	$27	Sell	2 -1	-33%	-$12	﹤0.01%	1281
2024 Q1	$36	Buy	3 +2	+200%	+$21	﹤0.01%	1067
2023 Q4	$12	Buy	+1	New	+$10	﹤0.01%	1267
2019 Q4	$7K	Buy	14 +1	+8%	+$7	﹤0.01%	1238
2019 Q3	$0	Sell	13 -1	-7%	-$7	﹤0.01%	1512
2019 Q2	$0	Sell	14 -5	-26%	-$35	﹤0.01%	1619
2019 Q1	$0	Buy	+19	New	+$136	﹤0.01%	1525
2018 Q3	$0	Sell	44 -34	-44%	-$269	﹤0.01%	1596
2018 Q2	$1K	Buy	78 +11	+16%	+$91	﹤0.01%	1268
2018 Q1	$1K	Buy	+67	New	+$599	﹤0.01%	1248

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 Gravity Asset Management's SMFG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2026 at 2 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Financial Gravity Asset Management first reported a position in SMFG in Q1 2018 and has held it in 14 quarters since. The position peaked at $7K in Q4 2019. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Sumitomo Mitsui Financial worth $40 as of Q1 2026.
Financial Gravity Asset Management left its Sumitomo Mitsui Financial share count unchanged in Q1 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #888 holding.
Financial Gravity Asset Management first reported a position in Sumitomo Mitsui Financial in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Sumitomo Mitsui Financial position peaked at $7K in Q4 2019.
444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.