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ORG Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

ORG Wealth Partners’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 		$13.3K Hold
566
– – ﹤0.01% 497
2026
Q1 		$11.2K Buy
566
+289
+104% +$6.07K ﹤0.01% 491
2025
Q4 		$5.35K Hold
277
– – ﹤0.01% 517
2025
Q3 		$4.64K Hold
277
– – ﹤0.01% 534
2025
Q2 		$4.18K Hold
277
– – ﹤0.01% 564
2025
Q1 		$4.18K Sell
277
-22
-7% -$335 ﹤0.01% 628
2024
Q4 		$4.33K Hold
299
– – ﹤0.01% 428
2024
Q3 		$3.78K Buy
+299
New +$3.95K ﹤0.01% 420

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

ORG Wealth Partners's SMFG Position: Q2 2026 in Review

ORG Wealth Partners held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 566 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

ORG Wealth Partners first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • ORG Wealth Partners held 566 shares of Sumitomo Mitsui Financial worth $13.3K as of Q2 2026.
  • ORG Wealth Partners left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #497 holding.
  • ORG Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.