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

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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. 76 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.
  • 76 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.