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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

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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. 89 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.
  • 89 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.