KAS
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Kestra Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kestra Advisory Services’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 		$424K Sell
17,975
-7,062
-28% -$157K ﹤0.01% 2464
2026
Q1 		$494K Buy
25,037
+15,360
+159% +$323K ﹤0.01% 2235
2025
Q4 		$187K Sell
9,677
-6,196
-39% -$107K ﹤0.01% 2948
2025
Q3 		$266K Sell
15,873
-25,333
-61% -$406K ﹤0.01% 2546
2025
Q2 		$623K Buy
41,206
+26,851
+187% +$386K ﹤0.01% 1822
2025
Q1 		$222K Sell
14,355
-17,744
-55% -$270K ﹤0.01% 2403
2024
Q4 		$465K Buy
32,099
+15,655
+95% +$215K ﹤0.01% 1924
2024
Q3 		$208K Sell
16,444
-48,391
-75% -$639K ﹤0.01% 2346
2024
Q2 		$869K Sell
64,835
-636
-1% -$7.7K ﹤0.01% 1410
2024
Q1 		$771K Buy
65,471
+47,536
+265% +$510K 0.01% 1404
2023
Q4 		$174K Sell
17,935
-1,605
-8% -$15.6K ﹤0.01% 2136
2023
Q3 		$192K Buy
19,540
+512
+3% +$4.74K ﹤0.01% 1928
2023
Q2 		$164K Sell
19,028
-1,347
-7% -$11.1K ﹤0.01% 1938
2023
Q1 		$163K Sell
20,375
-19,292
-49% -$163K ﹤0.01% 1890
2022
Q4 		$318K Sell
39,667
-752
-2% -$4.79K ﹤0.01% 1701
2022
Q3 		$222K Buy
40,419
+6,298
+18% +$38K ﹤0.01% 1807
2022
Q2 		$201K Buy
34,121
+7,934
+30% +$47.9K ﹤0.01% 1894
2022
Q1 		$164K Sell
26,187
-11,663
-31% -$83.1K ﹤0.01% 1885
2021
Q4 		$257K Sell
37,850
-14,528
-28% -$98.4K ﹤0.01% 1707
2021
Q3 		$367K Buy
52,378
+4,580
+10% +$31.9K ﹤0.01% 1550
2021
Q2 		$329K Buy
47,798
+186
+0.4% +$1.33K ﹤0.01% 1517
2021
Q1 		$345K Buy
47,612
+26,256
+123% +$183K ﹤0.01% 1376
2020
Q4 		$132K Buy
+21,356
New +$125K ﹤0.01% 1764

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

Kestra Advisory Services's SMFG Position: Q2 2026 in Review

Kestra Advisory Services reduced its Sumitomo Mitsui Financial (SMFG) stake by 28% in Q2 2026, selling an estimated $157K and leaving 17,975 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Kestra Advisory Services first reported a position in SMFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $869K in Q2 2024. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Kestra Advisory Services held 17,975 shares of Sumitomo Mitsui Financial worth $424K as of Q2 2026.
  • Kestra Advisory Services sold 7,062 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $157K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2464 holding.
  • Kestra Advisory Services first reported a position in Sumitomo Mitsui Financial in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Sumitomo Mitsui Financial position peaked at $869K in Q2 2024.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.