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Onyx Bridge Wealth Group’s Sumitomo Mitsui Financial 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
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 (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 position as of Q1 2026 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 10,000 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $193K.
  • Onyx Bridge Wealth Group first reported a position in Sumitomo Mitsui Financial in Q1 2024 and held it in 8 quarters.
  • Onyx Bridge Wealth Group's Sumitomo Mitsui Financial position peaked at $193K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

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