Lido Advisors
SMFG icon

Lido Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lido 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 		$828K Buy
34,708
+1,701
+5% +$37.8K ﹤0.01% 1187
2026
Q1 		$652K Buy
33,007
+7,345
+29% +$154K ﹤0.01% 1163
2025
Q4 		$441K Buy
25,662
+141
+0.6% +$2.44K ﹤0.01% 1351
2025
Q3 		$427K Buy
25,521
+6,518
+34% +$104K ﹤0.01% 1299
2025
Q2 		$291K Sell
19,003
-35
-0.2% -$503 ﹤0.01% 1361
2025
Q1 		$294K Buy
19,038
+468
+3% +$7.12K ﹤0.01% 1222
2024
Q4 		$269K Buy
18,570
+1,480
+9% +$20.3K ﹤0.01% 1269
2024
Q3 		$216K Buy
17,090
+2,657
+18% +$35.1K ﹤0.01% 1300
2024
Q2 		$194K Buy
+14,433
New +$175K ﹤0.01% 1290

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

Lido Advisors's SMFG Position: Q2 2026 in Review

Lido Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 5.2% in Q2 2026, buying an estimated $37.8K and bringing the position to 34,708 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Lido Advisors first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Lido Advisors held 34,708 shares of Sumitomo Mitsui Financial worth $828K as of Q2 2026.
  • Lido Advisors bought 1,701 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $37.8K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1187 holding.
  • Lido Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.