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Hantz Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Hantz Financial Services’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 		$1.19M Buy
50,386
+11,436
+29% +$254K 0.02% 467
2026
Q1 		$769K Buy
38,950
+11,283
+41% +$237K 0.01% 537
2025
Q4 		$535K Buy
27,667
+9,744
+54% +$169K 0.01% 591
2025
Q3 		$300K Buy
17,923
+13,467
+302% +$216K ﹤0.01% 648
2025
Q2 		$67K Buy
4,456
+4,143
+1,324% +$59.6K ﹤0.01% 866
2025
Q1 		$5K Buy
+313
New +$4.76K ﹤0.01% 1169
2020
Q3 		– Sell
-100
Closed -$1K – 612
2020
Q2 		$1K Buy
+100
New +$540 ﹤0.01% 551

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

Hantz Financial Services's SMFG Position: Q2 2026 in Review

Hantz Financial Services increased its Sumitomo Mitsui Financial (SMFG) stake by 29% in Q2 2026, buying an estimated $254K and bringing the position to 50,386 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #467.

Hantz Financial Services first reported a position in SMFG in Q2 2020 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Hantz Financial Services held 50,386 shares of Sumitomo Mitsui Financial worth $1.19M as of Q2 2026.
  • Hantz Financial Services bought 11,436 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $254K.
  • Sumitomo Mitsui Financial made up 0.02% of Hantz Financial Services's portfolio in Q2 2026, its #467 holding.
  • Hantz Financial Services first reported a position in Sumitomo Mitsui Financial in Q2 2020 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 Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.