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Net Worth Advisory Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Net Worth Advisory Group’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 		$524K Sell
22,213
-630
-3% -$14K 0.13% 175
2026
Q1 		$451K Sell
22,843
-298
-1% -$6.26K 0.09% 217
2025
Q4 		$447K Buy
23,141
+1,038
+5% +$18K 0.09% 227
2025
Q3 		$370K Sell
22,103
-899
-4% -$14.4K 0.11% 211
2025
Q2 		$348K Sell
23,002
-519
-2% -$7.46K 0.08% 265
2025
Q1 		$364K Sell
23,521
-1,226
-5% -$18.6K 0.11% 205
2024
Q4 		$359K Sell
24,747
-604
-2% -$8.3K 0.11% 216
2024
Q3 		$320K Buy
+25,351
New +$335K 0.1% 254

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

Net Worth Advisory Group's SMFG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Sumitomo Mitsui Financial (SMFG) stake by 2.8% in Q2 2026, selling an estimated $14K and leaving 22,213 shares worth $524K. The position accounts for 0.13% of the portfolio, ranked #175.

Net Worth Advisory Group first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Net Worth Advisory Group held 22,213 shares of Sumitomo Mitsui Financial worth $524K as of Q2 2026.
  • Net Worth Advisory Group sold 630 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $14K.
  • Sumitomo Mitsui Financial made up 0.13% of Net Worth Advisory Group's portfolio in Q2 2026, its #175 holding.
  • Net Worth Advisory Group first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.