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JPL Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

JPL Wealth Management’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 		$22.1K Sell
937
-415
-31% -$9.22K ﹤0.01% 408
2026
Q1 		$26.7K Buy
+1,352
New +$28.4K 0.01% 343
2025
Q4 		– Sell
-1,899
Closed -$31.8K – 965
2025
Q3 		$31.8K Buy
+1,899
New +$30.4K 0.01% 315

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

JPL Wealth Management's SMFG Position: Q2 2026 in Review

JPL Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 31% in Q2 2026, selling an estimated $9.22K and leaving 937 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

JPL Wealth Management first reported a position in SMFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.8K in Q3 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • JPL Wealth Management held 937 shares of Sumitomo Mitsui Financial worth $22.1K as of Q2 2026.
  • JPL Wealth Management sold 415 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $9.22K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #408 holding.
  • JPL Wealth Management first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Sumitomo Mitsui Financial position peaked at $31.8K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.