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Golden State Equity Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Golden State Equity Partners’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
-1,355
Closed -$26.8K – 1531
2026
Q1 		$26.8K Buy
+1,355
New +$28.5K ﹤0.01% 1028

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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

Golden State Equity Partners's SMFG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 1,355 shares — an estimated $26.8K sold.

Golden State Equity Partners first reported a position in SMFG in Q1 2026 and held it in 1 quarter. The position peaked at $26.8K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,355 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $26.8K.
  • Golden State Equity Partners first reported a position in Sumitomo Mitsui Financial in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Sumitomo Mitsui Financial position peaked at $26.8K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.