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Personal CFO Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Personal CFO Solutions’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 		$479K Buy
20,073
+296
+1% +$6.57K 0.07% 262
2026
Q1 		$391K Buy
19,777
+1,223
+7% +$25.7K 0.05% 303
2025
Q4 		$359K Buy
18,554
+1,236
+7% +$21.4K 0.06% 310
2025
Q3 		$290K Buy
17,318
+1,104
+7% +$17.7K 0.05% 358
2025
Q2 		$245K Buy
16,214
+1,724
+12% +$24.8K 0.05% 395
2025
Q1 		$224K Sell
14,490
-268
-2% -$4.08K 0.05% 398
2024
Q4 		$214K Sell
14,758
-135
-0.9% -$1.85K 0.04% 429
2024
Q3 		$188K Buy
14,893
+825
+6% +$10.9K 0.03% 547
2024
Q2 		$189K Buy
14,068
+441
+3% +$5.34K 0.03% 514
2024
Q1 		$160K Sell
13,627
-2,042
-13% -$21.9K 0.03% 532
2023
Q4 		$152K Buy
+15,669
New +$152K 0.03% 499

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

Personal CFO Solutions's SMFG Position: Q2 2026 in Review

Personal CFO Solutions increased its Sumitomo Mitsui Financial (SMFG) stake by 1.5% in Q2 2026, buying an estimated $6.57K and bringing the position to 20,073 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #262.

Personal CFO Solutions first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Personal CFO Solutions held 20,073 shares of Sumitomo Mitsui Financial worth $479K as of Q2 2026.
  • Personal CFO Solutions bought 296 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $6.57K.
  • Sumitomo Mitsui Financial made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #262 holding.
  • Personal CFO Solutions first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.