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

Kingswood 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 		– Sell
-11,365
Closed -$224K – 1040
2026
Q1 		$224K Buy
+11,365
New +$239K 0.01% 837

Other funds holding SMFG

Morgan Stanley
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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

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

Kingswood Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 11,365 shares — an estimated $224K sold.

Kingswood Wealth Advisors first reported a position in SMFG in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,365 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $224K.
  • Kingswood Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2026 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Sumitomo Mitsui Financial position peaked at $224K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.