Mosley Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mosley 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	$519	Buy	+22	New	+$489	﹤0.01%	634

Other funds holding SMFG

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 22 shares worth $519. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings.

256 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Mosley Wealth Management held 22 shares of Sumitomo Mitsui Financial worth $519 as of Q2 2026.
Sumitomo Mitsui Financial was a new Mosley Wealth Management position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #634 holding.
256 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.