LFA
SMFG icon

Legacy Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-15,912
Closed -$266K – 449
2025
Q3 		$266K Buy
+15,912
New +$255K 0.04% 351
2025
Q2 		– Sell
-16,582
Closed -$256K – 403
2025
Q1 		$256K Buy
16,582
+3,900
+31% +$59.3K 0.04% 300
2024
Q4 		$184K Buy
12,682
+592
+5% +$8.13K 0.03% 336
2024
Q3 		$153K Buy
12,090
+891
+8% +$11.8K 0.03% 351
2024
Q2 		$150K Buy
11,199
+266
+2% +$3.22K 0.03% 324
2024
Q1 		$129K Buy
10,933
+930
+9% +$9.98K 0.02% 315
2023
Q4 		$96.8K Sell
10,003
-440
-4% -$4.26K 0.02% 297
2023
Q3 		$103K Buy
+10,443
New +$96.6K 0.02% 258
2019
Q2 		– Sell
-12,030
Closed -$85K – 770
2019
Q1 		$85K Buy
+12,030
New +$86K 0.03% 189
2018
Q4 		– Sell
-2,288
Closed -$18K – 1042
2018
Q3 		$18K Buy
2,288
+151
+7% +$1.19K 0.01% 392
2018
Q2 		$16K Buy
2,137
+813
+61% +$6.75K 0.01% 417
2018
Q1 		$11K Sell
1,324
-2,199
-62% -$19.6K ﹤0.01% 458
2017
Q4 		$30K Buy
+3,523
New +$28.5K 0.01% 307

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Legacy Financial Advisors's SMFG Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 15,912 shares — an estimated $266K sold.

Legacy Financial Advisors first reported a position in SMFG in Q4 2017 and held it in 13 quarters. The position peaked at $266K in Q3 2025. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,912 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $266K.
  • Legacy Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 13 quarters.
  • Legacy Financial Advisors's Sumitomo Mitsui Financial position peaked at $266K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.