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HighPoint Advisor Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-16,131
Closed -$312K – 982
2025
Q4 		$312K Sell
16,131
-640
-4% -$11.1K 0.01% 833
2025
Q3 		$281K Buy
16,771
+606
+4% +$9.71K 0.01% 553
2025
Q2 		$244K Buy
16,165
+44
+0.3% +$633 0.01% 592
2025
Q1 		$231K Buy
16,121
+381
+2% +$5.79K 0.01% 572
2024
Q4 		$231K Buy
15,740
+111
+0.7% +$1.52K 0.01% 599
2024
Q3 		$201K Buy
15,629
+1,853
+13% +$24.5K 0.01% 624
2024
Q2 		$188K Buy
13,776
+691
+5% +$8.37K 0.01% 581
2024
Q1 		$153K Buy
13,085
+1,161
+10% +$12.5K 0.01% 611
2023
Q4 		$141K Buy
+11,924
New +$116K 0.01% 608

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighPoint Advisor Group's SMFG Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 16,131 shares — an estimated $312K sold.

HighPoint Advisor Group first reported a position in SMFG in Q4 2023 and held it in 9 quarters. The position peaked at $312K in Q4 2025. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 16,131 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $312K.
  • HighPoint Advisor Group first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Sumitomo Mitsui Financial position peaked at $312K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.