Onyx Bridge Wealth Group’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Onyx Bridge Wealth 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 Q1	–	Sell	-10,000	Closed	-$193K	–	384
2025 Q4	$193K	Hold	10,000	–	–	0.02%	343
2025 Q3	$167K	Hold	10,000	–	–	0.02%	346
2025 Q2	$151K	Hold	10,000	–	–	0.02%	296
2025 Q1	$155K	Hold	10,000	–	–	0.02%	274
2024 Q4	$145K	Hold	10,000	–	–	0.02%	268
2024 Q3	$126K	Hold	10,000	–	–	0.02%	270
2024 Q2	$134K	Hold	10,000	–	–	0.02%	254
2024 Q1	$112K	Buy	+10,000	New	+$107K	0.02%	247

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Onyx Bridge Wealth Group's SMFG Position: Q1 2026 in Review

Onyx Bridge Wealth Group sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2026, closing a stake of 10,000 shares — an estimated $193K sold.

Onyx Bridge Wealth Group first reported a position in SMFG in Q1 2024 and held it in 8 quarters. The position peaked at $193K in Q4 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Onyx Bridge Wealth Group reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2026 after selling out during the quarter.
Onyx Bridge Wealth Group sold 10,000 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2026, an estimated $193K.
Onyx Bridge Wealth Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2024 and held it in 8 quarters.
Onyx Bridge Wealth Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $193K in Q4 2025.
444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.