First Command Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

First Command Advisory Services’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	$17.8K	Buy	756 +485	+179%	+$10.8K	﹤0.01%	677
2026 Q1	$5.35K	Buy	271 +142	+110%	+$2.98K	﹤0.01%	740
2025 Q4	$2.49K	Hold	129	–	–	﹤0.01%	607
2025 Q3	$2.16K	Hold	129	–	–	﹤0.01%	530
2025 Q2	$1.95K	Hold	129	–	–	﹤0.01%	503
2025 Q1	$1.99K	Buy	+129	New	+$1.96K	﹤0.01%	484

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

First Command Advisory Services's SMFG Position: Q2 2026 in Review

First Command Advisory Services increased its Sumitomo Mitsui Financial (SMFG) stake by 179% in Q2 2026, buying an estimated $10.8K and bringing the position to 756 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

First Command Advisory Services 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.

First Command Advisory Services held 756 shares of Sumitomo Mitsui Financial worth $17.8K as of Q2 2026.
First Command Advisory Services bought 485 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $10.8K.
Sumitomo Mitsui Financial made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #677 holding.
First Command Advisory Services 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 First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.