Financial Network Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Network 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	$2.33K	Buy	99 +66	+200%	+$1.47K	﹤0.01%	676
2026 Q1	$652	Sell	33 -72	-69%	-$1.51K	﹤0.01%	765
2025 Q4	$2.03K	Hold	105	–	–	﹤0.01%	681
2025 Q3	$1.76K	Hold	105	–	–	﹤0.01%	693
2025 Q2	$1.59K	Hold	105	–	–	﹤0.01%	686
2025 Q1	$1.62K	Buy	+105	New	+$1.6K	﹤0.01%	625

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

Financial Network Wealth Advisors's SMFG Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 200% in Q2 2026, buying an estimated $1.47K and bringing the position to 99 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Financial Network Wealth Advisors first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Financial Network Wealth Advisors held 99 shares of Sumitomo Mitsui Financial worth $2.33K as of Q2 2026.
Financial Network Wealth Advisors bought 66 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.47K.
Sumitomo Mitsui Financial made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #676 holding.
Financial Network Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.