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Intentional Wealth Strategies’s Sumitomo Mitsui Financial SMFG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-145
Closed -$2.86K – 761
2026
Q1 		$2.86K Buy
+145
New +$3.05K ﹤0.01% 594

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

Intentional Wealth Strategies's SMFG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 145 shares — an estimated $2.86K sold.

Intentional Wealth Strategies first reported a position in SMFG in Q1 2026 and held it in 1 quarter. The position peaked at $2.86K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 145 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.86K.
  • Intentional Wealth Strategies first reported a position in Sumitomo Mitsui Financial in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Sumitomo Mitsui Financial position peaked at $2.86K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.