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Nvest Wealth Strategies’s Sumitomo Mitsui Financial SMFG Stock Holding History

Nvest Wealth Strategies’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 		$401 Hold
17
– – ﹤0.01% 301
2026
Q1 		$336 Buy
+17
New +$357 ﹤0.01% 340

Other funds holding SMFG

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
Envestnet Asset Management
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
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
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

Nvest Wealth Strategies's SMFG Position: Q2 2026 in Review

Nvest Wealth Strategies held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 17 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Nvest Wealth Strategies first reported a position in SMFG in Q1 2026 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Nvest Wealth Strategies held 17 shares of Sumitomo Mitsui Financial worth $401 as of Q2 2026.
  • Nvest Wealth Strategies left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #301 holding.
  • Nvest Wealth Strategies first reported a position in Sumitomo Mitsui Financial in Q1 2026 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.