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

Moran 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 		$7.95M Sell
336,966
-67,903
-17% -$1.51M 0.22% 151
2026
Q1 		$8M Buy
404,869
+25,301
+7% +$531K 0.24% 140
2025
Q4 		$7.34M Buy
379,568
+59,296
+19% +$1.03M 0.22% 142
2025
Q3 		$5.36M Buy
320,272
+10,186
+3% +$163K 0.16% 164
2025
Q2 		$4.69M Buy
310,086
+8,511
+3% +$122K 0.14% 192
2025
Q1 		$4.66M Sell
301,575
-57,161
-16% -$869K 0.16% 186
2024
Q4 		$5.2M Buy
358,736
+25,503
+8% +$350K 0.17% 163
2024
Q3 		$4.21M Sell
333,233
-117,966
-26% -$1.56M 0.13% 190
2024
Q2 		$6.05M Sell
451,199
-77,114
-15% -$934K 0.2% 151
2024
Q1 		$6.22M Buy
528,313
+1,787
+0.3% +$19.2K 0.2% 145
2023
Q4 		$5.1M Buy
+526,526
New +$5.1M 0.18% 160

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

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

Moran Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 17% in Q2 2026, selling an estimated $1.51M and leaving 336,966 shares worth $7.95M. The position accounts for 0.22% of the portfolio, ranked #151.

Moran Wealth Management first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8M in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Moran Wealth Management held 336,966 shares of Sumitomo Mitsui Financial worth $7.95M as of Q2 2026.
  • Moran Wealth Management sold 67,903 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.51M.
  • Sumitomo Mitsui Financial made up 0.22% of Moran Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Moran Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Sumitomo Mitsui Financial position peaked at $8M in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.