Golden State Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Golden State Wealth 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	$1.37K	Hold	58	–	–	﹤0.01%	1447
2026 Q1	$1.15K	Hold	58	–	–	﹤0.01%	1428
2025 Q4	$1.12K	Hold	58	–	–	﹤0.01%	1494
2025 Q3	$971	Hold	58	–	–	﹤0.01%	1508
2025 Q2	$876	Hold	58	–	–	﹤0.01%	1448
2025 Q1	$897	Hold	58	–	–	﹤0.01%	1439
2024 Q4	$840	Buy	+58	New	+$797	﹤0.01%	1376

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

Golden State Wealth Management's SMFG Position: Q2 2026 in Review

Golden State Wealth Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 58 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Golden State Wealth Management first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Golden State Wealth Management held 58 shares of Sumitomo Mitsui Financial worth $1.37K as of Q2 2026.
Golden State Wealth Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1447 holding.
Golden State Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 7 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.