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PDS Planning’s Sumitomo Mitsui Financial SMFG Stock Holding History

PDS Planning’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 		$992K Sell
50,219
-64
-0.1% -$1.34K 0.07% 139
2025
Q4 		$972K Buy
50,283
+952
+2% +$16.5K 0.06% 144
2025
Q3 		$826K Buy
49,331
+2,281
+5% +$36.5K 0.06% 159
2025
Q2 		$711K Buy
47,050
+1,051
+2% +$15.1K 0.05% 173
2025
Q1 		$711K Buy
45,999
+2,758
+6% +$42K 0.06% 161
2024
Q4 		$627K Sell
43,241
-871
-2% -$12K 0.06% 154
2024
Q3 		$557K Buy
44,112
+22
+0% +$291 0.05% 171
2024
Q2 		$591K Buy
44,090
+1,321
+3% +$16K 0.06% 142
2024
Q1 		$503K Buy
42,769
+1,605
+4% +$17.2K 0.05% 163
2023
Q4 		$398K Buy
41,164
+1,617
+4% +$15.7K 0.05% 179
2023
Q3 		$390K Buy
39,547
+1,940
+5% +$17.9K 0.05% 167
2023
Q2 		$323K Buy
37,607
+8,019
+27% +$66.3K 0.04% 200
2023
Q1 		$237K Buy
29,588
+18,082
+157% +$153K 0.03% 242
2022
Q4 		$92.3K Sell
11,506
-7,619
-40% -$48.5K 0.01% 214
2022
Q3 		$105K Buy
19,125
+4,799
+33% +$28.9K 0.02% 191
2022
Q2 		$85K Sell
14,326
-62
-0.4% -$375 0.02% 204
2022
Q1 		$90K Sell
14,388
-3,016
-17% -$21.5K 0.02% 226
2021
Q4 		$118K Sell
17,404
-4,124
-19% -$27.9K 0.02% 208
2021
Q3 		$151K Sell
21,528
-2,155
-9% -$15K 0.03% 198
2021
Q2 		$163K Buy
23,683
+5,845
+33% +$41.9K 0.04% 186
2021
Q1 		$129K Sell
17,838
-161
-0.9% -$1.12K 0.04% 165
2020
Q4 		$111K Buy
17,999
+1,321
+8% +$7.75K 0.04% 153
2020
Q3 		$93K Buy
16,678
+1,242
+8% +$7.12K 0.04% 132
2020
Q2 		$87K Buy
+15,436
New +$83.4K 0.04% 125

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PDS Planning's SMFG Position: Q1 2026 in Review

PDS Planning reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.13% in Q1 2026, selling an estimated $1.34K and leaving 50,219 shares worth $992K. The position accounts for 0.07% of the portfolio, ranked #139.

PDS Planning first reported a position in SMFG in Q2 2020 and has held it in 24 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • PDS Planning held 50,219 shares of Sumitomo Mitsui Financial worth $992K as of Q1 2026.
  • PDS Planning sold 64 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $1.34K.
  • Sumitomo Mitsui Financial made up 0.07% of PDS Planning's portfolio in Q1 2026, its #139 holding.
  • PDS Planning first reported a position in Sumitomo Mitsui Financial in Q2 2020 and has held it in 24 quarters since.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.