MWM
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Mission Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mission Wealth 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 		$1.39M Buy
59,019
+6,108
+12% +$136K 0.02% 383
2026
Q1 		$1.04M Sell
52,911
-1,036
-2% -$21.8K 0.02% 324
2025
Q4 		$1.04M Sell
53,947
-331
-0.6% -$5.74K 0.02% 328
2025
Q3 		$909K Sell
54,278
-3,854
-7% -$61.7K 0.02% 351
2025
Q2 		$878K Buy
58,132
+1,834
+3% +$26.4K 0.02% 355
2025
Q1 		$870K Buy
56,298
+2,757
+5% +$41.9K 0.02% 336
2024
Q4 		$776K Sell
53,541
-10,760
-17% -$148K 0.02% 336
2024
Q3 		$812K Sell
64,301
-495
-0.8% -$6.54K 0.02% 331
2024
Q2 		$869K Sell
64,796
-2,411
-4% -$29.2K 0.02% 307
2024
Q1 		$791K Sell
67,207
-2,998
-4% -$32.2K 0.02% 342
2023
Q4 		$680K Buy
70,205
+5,066
+8% +$49.1K 0.02% 306
2023
Q3 		$642K Sell
65,139
-1,105
-2% -$10.2K 0.02% 301
2023
Q2 		$570K Sell
66,244
-2,762
-4% -$22.8K 0.02% 316
2023
Q1 		$552K Sell
69,006
-2,085
-3% -$17.6K 0.02% 314
2022
Q4 		$570K Sell
71,091
-1,852
-3% -$11.8K 0.03% 294
2022
Q3 		$401K Buy
72,943
+2,073
+3% +$12.5K 0.02% 336
2022
Q2 		$418K Buy
70,870
+17,141
+32% +$104K 0.02% 335
2022
Q1 		$337K Buy
53,729
+8,191
+18% +$58.3K 0.02% 392
2021
Q4 		$309K Buy
45,538
+4,781
+12% +$32.4K 0.01% 427
2021
Q3 		$286K Sell
40,757
-605
-1% -$4.21K 0.01% 420
2021
Q2 		$285K Buy
41,362
+920
+2% +$6.6K 0.02% 410
2021
Q1 		$293K Buy
40,442
+12,142
+43% +$84.6K 0.02% 368
2020
Q4 		$175K Buy
+28,300
New +$166K 0.01% 401

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

Mission Wealth Management's SMFG Position: Q2 2026 in Review

Mission Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q2 2026, buying an estimated $136K and bringing the position to 59,019 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #383.

Mission Wealth Management first reported a position in SMFG in Q4 2020 and has held it in 23 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Mission Wealth Management held 59,019 shares of Sumitomo Mitsui Financial worth $1.39M as of Q2 2026.
  • Mission Wealth Management bought 6,108 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $136K.
  • Sumitomo Mitsui Financial made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Mission Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2020 and has held it in 23 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.