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Financial Gravity Companies’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Gravity Companies’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 		$47 Buy
+2
New +$44 ﹤0.01% 955
2025
Q2 		$574 Buy
+38
New +$546 ﹤0.01% 849
2024
Q4 		$551 Hold
38
– – ﹤0.01% 858
2024
Q3 		$480 Buy
+38
New +$502 ﹤0.01% 591
2018
Q4 		$0 Buy
+43
New +$321 ﹤0.01% 1504
2018
Q1 		$1K Sell
67
-285
-81% -$2.55K ﹤0.01% 1248
2017
Q4 		$3K Buy
+352
New +$2.85K ﹤0.01% 865

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

Financial Gravity Companies's SMFG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 2 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SMFG as recently as Q2 2025.

Financial Gravity Companies first reported a position in SMFG in Q4 2017 and has held it in 7 quarters since. The position peaked at $3K in Q4 2017. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Financial Gravity Companies held 2 shares of Sumitomo Mitsui Financial worth $47 as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Financial Gravity Companies position in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #955 holding.
  • Financial Gravity Companies first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Sumitomo Mitsui Financial position peaked at $3K in Q4 2017.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.