Legacy Wealth Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Legacy Wealth Asset 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	$970K	Sell	41,147 -40	-0.1%	-$888	0.21%	130
2026 Q1	$813K	Buy	41,187 +315	+0.8%	+$6.62K	0.2%	157
2025 Q4	$790K	Buy	+40,872	New	+$708K	0.19%	157
2024 Q2	–	Sell	-206,342	Closed	-$2.43M	–	354
2024 Q1	$2.43M	Sell	206,342 -748	-0.4%	-$8.02K	0.68%	25
2023 Q4	$2M	Buy	207,090 +16,407	+9%	+$159K	0.66%	31
2023 Q3	$1.88M	Buy	190,683 +24,036	+14%	+$222K	0.69%	27
2023 Q2	$1.43M	Buy	166,647 +918	+0.6%	+$7.58K	0.5%	53
2023 Q1	$1.33M	Sell	165,729 -16,178	-9%	-$137K	0.48%	52
2022 Q4	$1.46M	Sell	181,907 -88,577	-33%	-$564K	0.56%	39
2022 Q3	$1.49M	Buy	+270,484	New	+$1.63M	0.65%	28

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Wealth Asset Management's SMFG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.1% in Q2 2026, selling an estimated $888 and leaving 41,147 shares worth $970K. The position accounts for 0.21% of the portfolio, ranked #130.

Legacy Wealth Asset Management first reported a position in SMFG in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.43M in Q1 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Legacy Wealth Asset Management held 41,147 shares of Sumitomo Mitsui Financial worth $970K as of Q2 2026.
Legacy Wealth Asset Management sold 40 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $888.
Sumitomo Mitsui Financial made up 0.21% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #130 holding.
Legacy Wealth Asset Management first reported a position in Sumitomo Mitsui Financial in Q3 2022 and has held it in 10 quarters since.
Legacy Wealth Asset Management's Sumitomo Mitsui Financial position peaked at $2.43M in Q1 2024.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.