HWP
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Highline Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Highline Wealth 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 		$21.3K Buy
902
+34
+4% +$755 ﹤0.01% 384
2026
Q1 		$17.1K Buy
868
+20
+2% +$420 ﹤0.01% 329
2025
Q4 		$16.4K Hold
848
– – ﹤0.01% 295
2025
Q3 		$14.2K Hold
848
– – ﹤0.01% 350
2025
Q2 		$12.8K Buy
848
+376
+80% +$5.41K ﹤0.01% 295
2025
Q1 		$7.3K Buy
472
+357
+310% +$5.43K ﹤0.01% 356
2024
Q4 		$1.67K Hold
115
– – ﹤0.01% 472
2024
Q3 		$1.45K Sell
115
-176
-60% -$2.32K ﹤0.01% 480
2024
Q2 		$3.9K Buy
+291
New +$3.52K ﹤0.01% 312

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

Highline Wealth Partners's SMFG Position: Q2 2026 in Review

Highline Wealth Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 3.9% in Q2 2026, buying an estimated $755 and bringing the position to 902 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Highline Wealth Partners first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Highline Wealth Partners held 902 shares of Sumitomo Mitsui Financial worth $21.3K as of Q2 2026.
  • Highline Wealth Partners bought 34 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $755.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #384 holding.
  • Highline Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.