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JFS Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

JFS Wealth Advisors’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 		$56.8K Hold
2,409
– – ﹤0.01% 526
2026
Q1 		$47.6K Hold
2,409
– – ﹤0.01% 534
2025
Q4 		$46.6K Sell
2,409
-2
-0.1% -$35 ﹤0.01% 540
2025
Q3 		$40.4K Hold
2,411
– – ﹤0.01% 548
2025
Q2 		$36.4K Hold
2,411
– – ﹤0.01% 531
2025
Q1 		$37.3K Hold
2,411
– – ﹤0.01% 531
2024
Q4 		$34.9K Hold
2,411
– – ﹤0.01% 524
2024
Q3 		$30.5K Buy
2,411
+137
+6% +$1.81K ﹤0.01% 549
2024
Q2 		$30.5K Hold
2,274
– – ﹤0.01% 506
2024
Q1 		$26.8K Hold
2,274
– – ﹤0.01% 564
2023
Q4 		$22K Hold
2,274
– – ﹤0.01% 567
2023
Q3 		$22.4K Hold
2,274
– – ﹤0.01% 516
2023
Q2 		$19.6K Hold
2,274
– – ﹤0.01% 554
2023
Q1 		$18.2K Hold
2,274
– – ﹤0.01% 559
2022
Q4 		$18.2K Sell
2,274
-309
-12% -$1.97K ﹤0.01% 556
2022
Q3 		$14K Buy
2,583
+167
+7% +$1.01K ﹤0.01% 647
2022
Q2 		$14K Buy
2,416
+358
+17% +$2.16K ﹤0.01% 676
2022
Q1 		$13K Buy
2,058
+1,651
+406% +$11.8K ﹤0.01% 716
2021
Q4 		$3K Buy
+407
New +$2.76K ﹤0.01% 986

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

JFS Wealth Advisors's SMFG Position: Q2 2026 in Review

JFS Wealth Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 2,409 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

JFS Wealth Advisors first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • JFS Wealth Advisors held 2,409 shares of Sumitomo Mitsui Financial worth $56.8K as of Q2 2026.
  • JFS Wealth Advisors left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #526 holding.
  • JFS Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 19 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.