FAOAI
SMFG icon

Fund Advisors of America Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Fund Advisors of America Inc’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 		$314K Buy
13,299
+405
+3% +$8.99K 0.28% 86
2026
Q1 		$255K Sell
12,894
-3,704
-22% -$77.8K 0.26% 90
2025
Q4 		$321K Buy
+16,598
New +$288K 0.29% 81

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fund Advisors of America Inc's SMFG Position: Q2 2026 in Review

Fund Advisors of America Inc increased its Sumitomo Mitsui Financial (SMFG) stake by 3.1% in Q2 2026, buying an estimated $8.99K and bringing the position to 13,299 shares worth $314K. The position accounts for 0.28% of the portfolio, ranked #86.

Fund Advisors of America Inc first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q4 2025. 440 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Fund Advisors of America Inc held 13,299 shares of Sumitomo Mitsui Financial worth $314K as of Q2 2026.
  • Fund Advisors of America Inc bought 405 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $8.99K.
  • Sumitomo Mitsui Financial made up 0.28% of Fund Advisors of America Inc's portfolio in Q2 2026, its #86 holding.
  • Fund Advisors of America Inc first reported a position in Sumitomo Mitsui Financial in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's Sumitomo Mitsui Financial position peaked at $321K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.