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Frazier Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Frazier Financial 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 		– Sell
-21
Closed -$415 – 813
2026
Q1 		$415 Buy
+21
New +$441 ﹤0.01% 733
2024
Q3 		– Sell
-623
Closed -$8.36K – 1019
2024
Q2 		$8.36K Buy
623
+267
+75% +$3.23K 0.01% 478
2024
Q1 		$4.19K Buy
356
+255
+252% +$2.73K ﹤0.01% 632
2023
Q4 		$978 Buy
+101
New +$979 ﹤0.01% 762

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

Frazier Financial Advisors's SMFG Position: Q2 2026 in Review

Frazier Financial Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 21 shares — an estimated $415 sold.

Frazier Financial Advisors first reported a position in SMFG in Q4 2023 and held it in 4 quarters. The position peaked at $8.36K in Q2 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Frazier Financial Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 21 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $415.
  • Frazier Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Sumitomo Mitsui Financial position peaked at $8.36K in Q2 2024.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.