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Integrated Wealth Concepts’s Sumitomo Mitsui Financial SMFG Stock Holding History

Integrated Wealth Concepts’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 		$619K Buy
26,246
+1,474
+6% +$32.7K ﹤0.01% 1651
2026
Q1 		$489K Buy
24,772
+13,647
+123% +$287K ﹤0.01% 1557
2025
Q4 		$215K Sell
11,125
-15,793
-59% -$274K ﹤0.01% 1485
2025
Q3 		$451K Sell
26,918
-4,432
-14% -$71K ﹤0.01% 1409
2025
Q2 		$474K Sell
31,350
-1,036
-3% -$14.9K ﹤0.01% 1310
2025
Q1 		$501K Sell
32,386
-730
-2% -$11.1K 0.01% 1135
2024
Q4 		$480K Buy
33,116
+1,354
+4% +$18.6K 0.01% 1141
2024
Q3 		$401K Buy
31,762
+6
+0% +$79 ﹤0.01% 1182
2024
Q2 		$426K Sell
31,756
-3,188
-9% -$38.6K 0.01% 1123
2024
Q1 		$411K Sell
34,944
-191,643
-85% -$2.06M 0.01% 1138
2023
Q4 		$2.19M Sell
226,587
-10,743
-5% -$104K 0.04% 446
2023
Q3 		$2.34M Buy
237,330
+1,839
+0.8% +$17K 0.04% 400
2023
Q2 		$2.03M Sell
235,491
-4,091
-2% -$33.8K 0.03% 457
2023
Q1 		$1.92M Buy
+239,582
New +$2.03M 0.04% 430

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

Integrated Wealth Concepts's SMFG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Sumitomo Mitsui Financial (SMFG) stake by 6% in Q2 2026, buying an estimated $32.7K and bringing the position to 26,246 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Integrated Wealth Concepts first reported a position in SMFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q3 2023. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Integrated Wealth Concepts held 26,246 shares of Sumitomo Mitsui Financial worth $619K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,474 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $32.7K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1651 holding.
  • Integrated Wealth Concepts first reported a position in Sumitomo Mitsui Financial in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Sumitomo Mitsui Financial position peaked at $2.34M in Q3 2023.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.