GeoWealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

GeoWealth Management’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	$725K	Buy	30,744 +11,480	+60%	+$255K	0.02%	408
2026 Q1	$380K	Buy	19,264 +5,185	+37%	+$109K	0.01%	536
2025 Q4	$272K	Buy	14,079 +4,737	+51%	+$82.1K	0.01%	592
2025 Q3	$156K	Buy	9,342 +325	+4%	+$5.21K	0.01%	709
2025 Q2	$136K	Buy	9,017 +4,319	+92%	+$62.1K	0.01%	745
2025 Q1	$72.6K	Sell	4,698 -2,064	-31%	-$31.4K	﹤0.01%	844
2024 Q4	$98K	Sell	6,762 -1,940	-22%	-$26.6K	﹤0.01%	973
2024 Q3	$110K	Sell	8,702 -160	-2%	-$2.11K	﹤0.01%	872
2024 Q2	$119K	Buy	+8,862	New	+$107K	0.01%	762
2024 Q1	–	Sell	-11,916	Closed	-$115K	–	899
2023 Q4	$115K	Buy	+11,916	New	+$116K	0.01%	573

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

GeoWealth Management's SMFG Position: Q2 2026 in Review

GeoWealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 60% in Q2 2026, buying an estimated $255K and bringing the position to 30,744 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #408.

GeoWealth Management first reported a position in SMFG in Q4 2023 and has held it in 10 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

GeoWealth Management held 30,744 shares of Sumitomo Mitsui Financial worth $725K as of Q2 2026.
GeoWealth Management bought 11,480 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $255K.
Sumitomo Mitsui Financial made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #408 holding.
GeoWealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 10 quarters since.
461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.