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Larson Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Larson Financial Group’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 		$52K Buy
2,207
+604
+38% +$13.4K ﹤0.01% 1510
2026
Q1 		$31.7K Buy
1,603
+701
+78% +$14.7K ﹤0.01% 1598
2025
Q4 		$17.4K Buy
902
+520
+136% +$9.01K ﹤0.01% 1796
2025
Q3 		$6.39K Buy
382
+106
+38% +$1.7K ﹤0.01% 2259
2025
Q2 		$4.17K Buy
276
+167
+153% +$2.4K ﹤0.01% 2144
2025
Q1 		$1.69K Sell
109
-1
-0.9% -$15 ﹤0.01% 2222
2024
Q4 		$1.59K Hold
110
– – ﹤0.01% 1928
2024
Q3 		$1.39K Sell
110
-366
-77% -$4.83K ﹤0.01% 1917
2024
Q2 		$6.38K Buy
476
+367
+337% +$4.45K ﹤0.01% 1384
2024
Q1 		$1.28K Hold
109
– – ﹤0.01% 1423
2023
Q4 		$1.05K Buy
+109
New +$1.06K ﹤0.01% 1461

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

Larson Financial Group's SMFG Position: Q2 2026 in Review

Larson Financial Group increased its Sumitomo Mitsui Financial (SMFG) stake by 38% in Q2 2026, buying an estimated $13.4K and bringing the position to 2,207 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Larson Financial Group first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Larson Financial Group held 2,207 shares of Sumitomo Mitsui Financial worth $52K as of Q2 2026.
  • Larson Financial Group bought 604 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $13.4K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1510 holding.
  • Larson Financial Group first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.