HHM Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

HHM Wealth Advisors’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	$19K	Hold	806	–	–	﹤0.01%	539
2026 Q1	$15.9K	Hold	806	–	–	﹤0.01%	546
2025 Q4	$15.6K	Hold	806	–	–	﹤0.01%	535
2025 Q3	$13.5K	Hold	806	–	–	﹤0.01%	584
2025 Q2	$12.2K	Hold	806	–	–	﹤0.01%	580
2025 Q1	$12.5K	Hold	806	–	–	﹤0.01%	568
2024 Q4	$11.7K	Hold	806	–	–	﹤0.01%	566
2024 Q3	$10.2K	Hold	806	–	–	﹤0.01%	557
2024 Q2	$10.8K	Sell	806 -964	-54%	-$11.7K	﹤0.01%	534
2024 Q1	$20.8K	Hold	1,770	–	–	﹤0.01%	405
2023 Q4	$17.1K	Hold	1,770	–	–	﹤0.01%	433
2023 Q3	$17.4K	Sell	1,770 -185	-9%	-$1.71K	﹤0.01%	424
2023 Q2	$16.8K	Hold	1,955	–	–	﹤0.01%	445
2023 Q1	$15.6K	Buy	1,955 +806	+70%	+$6.82K	﹤0.01%	449
2022 Q4	$9.21K	Hold	1,149	–	–	﹤0.01%	462
2022 Q3	$6K	Hold	1,149	–	–	﹤0.01%	514
2022 Q2	$7K	Buy	+1,149	New	+$6.94K	﹤0.01%	600
2020 Q4	–	Sell	-593	Closed	-$3K	–	566
2020 Q3	$3K	Hold	593	–	–	﹤0.01%	460
2020 Q2	$3K	Buy	+593	New	+$3.2K	﹤0.01%	446

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

HHM Wealth Advisors's SMFG Position: Q2 2026 in Review

HHM Wealth Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 806 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

HHM Wealth Advisors first reported a position in SMFG in Q2 2020 and has held it in 19 quarters since. The position peaked at $20.8K in Q1 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

HHM Wealth Advisors held 806 shares of Sumitomo Mitsui Financial worth $19K as of Q2 2026.
HHM Wealth Advisors left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #539 holding.
HHM Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2020 and has held it in 19 quarters since.
HHM Wealth Advisors's Sumitomo Mitsui Financial position peaked at $20.8K in Q1 2024.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.