NewEdge Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

NewEdge 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	$257K	Buy	10,911 +9,951	+1,037%	+$221K	﹤0.01%	2607
2026 Q1	$19K	Buy	960 +40	+4%	+$840	﹤0.01%	3212
2025 Q4	$17.8K	Buy	920 +11	+1%	+$191	﹤0.01%	3289
2025 Q3	$15.2K	Sell	909 -33	-4%	-$529	﹤0.01%	3213
2025 Q2	$14.2K	Buy	942 +33	+4%	+$475	﹤0.01%	3073
2025 Q1	$14.1K	Hold	909	–	–	﹤0.01%	2980
2024 Q4	$13.2K	Hold	909	–	–	﹤0.01%	2939
2024 Q3	$11.5K	Sell	909 -23,451	-96%	-$310K	﹤0.01%	2894
2024 Q2	$327K	Sell	24,360 -4,920	-17%	-$59.6K	﹤0.01%	1669
2024 Q1	$345K	Buy	29,280 +1,418	+5%	+$15.2K	﹤0.01%	1561
2023 Q4	$277K	Sell	27,862 -47,288	-63%	-$458K	﹤0.01%	1575
2023 Q3	$740K	Sell	75,150 -4,654	-6%	-$43K	0.01%	999
2023 Q2	$686K	Buy	+79,804	New	+$659K	0.01%	1038
2023 Q1	–	Sell	-1,915	Closed	-$15.4K	–	4052
2022 Q4	$15.4K	Buy	+1,915	New	+$12.2K	﹤0.01%	2217
2019 Q4	–	Sell	-16,002	Closed	-$110K	–	863
2019 Q3	$110K	Buy	+16,002	New	+$109K	﹤0.01%	780
2017 Q3	–	Sell	-682	Closed	-$5.25K	–	1003
2017 Q2	$5.25K	Buy	+682	New	+$5.07K	﹤0.01%	1133

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

NewEdge Advisors's SMFG Position: Q2 2026 in Review

NewEdge Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 1,037% in Q2 2026, buying an estimated $221K and bringing the position to 10,911 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

NewEdge Advisors first reported a position in SMFG in Q2 2017 and has held it in 16 quarters since. The position peaked at $740K in Q3 2023. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

NewEdge Advisors held 10,911 shares of Sumitomo Mitsui Financial worth $257K as of Q2 2026.
NewEdge Advisors bought 9,951 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $221K.
Sumitomo Mitsui Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2607 holding.
NewEdge Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's Sumitomo Mitsui Financial position peaked at $740K in Q3 2023.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

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