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Mount Yale Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mount Yale Investment 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 		$1.91M Buy
80,785
+4,122
+5% +$91.5K 0.04% 422
2026
Q1 		$1.51M Buy
+76,663
New +$1.61M 0.04% 434
2025
Q4 		– Sell
-65,989
Closed -$1.1M – 788
2025
Q3 		$1.1M Buy
65,989
+135
+0.2% +$2.16K 0.08% 265
2025
Q2 		$995K Buy
65,854
+1,673
+3% +$24.1K 0.08% 203
2025
Q1 		$992K Buy
64,181
+2,662
+4% +$40.5K 0.09% 196
2024
Q4 		$891K Sell
61,519
-19,093
-24% -$262K 0.07% 222
2024
Q3 		$1.02M Buy
80,612
+1,226
+2% +$16.2K 0.1% 195
2024
Q2 		$1.06M Buy
79,386
+1,098
+1% +$13.3K 0.08% 197
2024
Q1 		$921K Sell
78,288
-362
-0.5% -$3.88K 0.07% 234
2023
Q4 		$761K Buy
78,650
+2,200
+3% +$21.3K 0.07% 248
2023
Q3 		$753K Buy
76,450
+2,312
+3% +$21.4K 0.08% 234
2023
Q2 		$638K Buy
74,138
+2,108
+3% +$17.4K 0.07% 275
2023
Q1 		$576K Sell
72,030
-17,418
-19% -$147K 0.06% 279
2022
Q4 		$717K Buy
89,448
+2,134
+2% +$13.6K 0.08% 245
2022
Q3 		$480K Buy
87,314
+994
+1% +$6K 0.06% 272
2022
Q2 		$509K Sell
86,320
-2,701
-3% -$16.3K 0.06% 290
2022
Q1 		$558K Buy
89,021
+19,399
+28% +$138K 0.06% 292
2021
Q4 		$473K Buy
69,622
+6,709
+11% +$45.4K 0.05% 303
2021
Q3 		$441K Buy
+62,913
New +$438K 0.05% 307
2020
Q3 		– Sell
-24,345
Closed -$137K – 371
2020
Q2 		$137K Sell
24,345
-111,174
-82% -$601K 0.02% 320
2020
Q1 		$649K Sell
135,519
-34,512
-20% -$222K 0.15% 141
2019
Q4 		$1.19M Sell
170,031
-13,701
-7% -$98.6K 0.21% 110
2019
Q3 		$1.34M Sell
183,732
-13,138
-7% -$89.8K 0.24% 98
2019
Q2 		$1.36M Buy
196,870
+63,415
+48% +$449K 0.25% 93
2019
Q1 		$938K Buy
133,455
+19,160
+17% +$137K 0.18% 118
2018
Q4 		$808K Buy
114,295
+46,909
+70% +$350K 0.16% 126
2018
Q3 		$536K Buy
+67,386
New +$533K 0.09% 164

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

Mount Yale Investment Advisors's SMFG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 5.4% in Q2 2026, buying an estimated $91.5K and bringing the position to 80,785 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #422.

Mount Yale Investment Advisors first reported a position in SMFG in Q3 2018 and has held it in 27 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Mount Yale Investment Advisors held 80,785 shares of Sumitomo Mitsui Financial worth $1.91M as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,122 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $91.5K.
  • Sumitomo Mitsui Financial made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #422 holding.
  • Mount Yale Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2018 and has held it in 27 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.