Physician Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Physician Wealth Advisors’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	$10.2K	Buy	433 +96	+28%	+$2.13K	﹤0.01%	870
2026 Q1	$6.66K	Buy	337 +2	+0.6%	+$42	﹤0.01%	919
2025 Q4	$6.48K	Buy	335 +75	+29%	+$1.3K	﹤0.01%	892
2025 Q3	$4.35K	Hold	260	–	–	﹤0.01%	957
2025 Q2	$3.93K	Buy	260 +125	+93%	+$1.8K	﹤0.01%	860
2025 Q1	$2.09K	Hold	135	–	–	﹤0.01%	857
2024 Q4	$1.96K	Buy	+135	New	+$1.85K	﹤0.01%	852
2020 Q1	–	Sell	-10,722	Closed	-$79K	–	121
2019 Q4	$79K	Buy	+10,722	New	+$77.1K	0.04%	118

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Physician Wealth Advisors's SMFG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 28% in Q2 2026, buying an estimated $2.13K and bringing the position to 433 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Physician Wealth Advisors first reported a position in SMFG in Q4 2019 and has held it in 8 quarters since. The position peaked at $79K in Q4 2019. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Physician Wealth Advisors held 433 shares of Sumitomo Mitsui Financial worth $10.2K as of Q2 2026.
Physician Wealth Advisors bought 96 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.13K.
Sumitomo Mitsui Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #870 holding.
Physician Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2019 and has held it in 8 quarters since.
Physician Wealth Advisors's Sumitomo Mitsui Financial position peaked at $79K in Q4 2019.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.