Focus Partners Wealth
SMFG icon

Focus Partners Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Focus Partners Wealth’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 		$2.66M Buy
112,556
+14,957
+15% +$332K ﹤0.01% 1229
2026
Q1 		$1.94M Buy
97,599
+15,820
+19% +$332K ﹤0.01% 1328
2025
Q4 		$1.58M Buy
81,779
+43,365
+113% +$752K ﹤0.01% 1431
2025
Q3 		$643K Buy
38,414
+2,926
+8% +$46.9K ﹤0.01% 1493
2025
Q2 		$536K Buy
35,488
+17,235
+94% +$248K ﹤0.01% 1411
2025
Q1 		$282K Buy
18,253
+4,799
+36% +$73K ﹤0.01% 1609
2024
Q4 		$195K Buy
13,454
+2,033
+18% +$27.9K ﹤0.01% 1738
2024
Q3 		$144K Buy
+11,421
New +$151K ﹤0.01% 1491

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

Focus Partners Wealth's SMFG Position: Q2 2026 in Review

Focus Partners Wealth increased its Sumitomo Mitsui Financial (SMFG) stake by 15% in Q2 2026, buying an estimated $332K and bringing the position to 112,556 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Focus Partners Wealth first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Focus Partners Wealth held 112,556 shares of Sumitomo Mitsui Financial worth $2.66M as of Q2 2026.
  • Focus Partners Wealth bought 14,957 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $332K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1229 holding.
  • Focus Partners Wealth first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.