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

Modern 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 		$424K Buy
18,002
+1,960
+12% +$43.5K 0.01% 761
2026
Q1 		$332K Buy
16,042
+482
+3% +$10.1K 0.01% 681
2025
Q4 		$301K Buy
15,560
+544
+4% +$9.43K 0.01% 679
2025
Q3 		$251K Sell
15,016
-3,740
-20% -$59.9K 0.01% 698
2025
Q2 		$283K Buy
18,756
+24
+0.1% +$345 0.01% 624
2025
Q1 		$290K Buy
+18,732
New +$285K 0.01% 534

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

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

Modern Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q2 2026, buying an estimated $43.5K and bringing the position to 18,002 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #761.

Modern Wealth Management first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Modern Wealth Management held 18,002 shares of Sumitomo Mitsui Financial worth $424K as of Q2 2026.
  • Modern Wealth Management bought 1,960 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $43.5K.
  • Sumitomo Mitsui Financial made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Modern Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.