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Intergy Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Intergy Private Wealth’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 		$314K Buy
13,304
+671
+5% +$14.9K 0.07% 97
2026
Q1 		$250K Sell
12,633
-167
-1% -$3.51K 0.07% 101
2025
Q4 		$247K Buy
12,800
+657
+5% +$11.4K 0.07% 97
2025
Q3 		$203K Buy
12,143
+1,132
+10% +$18.1K 0.06% 104
2025
Q2 		$166K Buy
+11,011
New +$158K 0.06% 98

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

Intergy Private Wealth's SMFG Position: Q2 2026 in Review

Intergy Private Wealth increased its Sumitomo Mitsui Financial (SMFG) stake by 5.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 13,304 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #97.

Intergy Private Wealth first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Intergy Private Wealth held 13,304 shares of Sumitomo Mitsui Financial worth $314K as of Q2 2026.
  • Intergy Private Wealth bought 671 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $14.9K.
  • Sumitomo Mitsui Financial made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Intergy Private Wealth first reported a position in Sumitomo Mitsui Financial in Q2 2025 and has held it in 5 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.