Principia Wealth Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
Other funds holding SMFG
CCMG
Principia Wealth Advisory's SMFG Position: Q2 2026 in Review
Principia Wealth Advisory increased its Sumitomo Mitsui Financial (SMFG) stake by 7.4% in Q2 2026, buying an estimated $777 and bringing the position to 511 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #222.
Principia Wealth Advisory first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Principia Wealth Advisory held 511 shares of Sumitomo Mitsui Financial worth $12K as of Q2 2026.
- Principia Wealth Advisory bought 35 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $777.
- Sumitomo Mitsui Financial made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #222 holding.
- Principia Wealth Advisory first reported a position in Sumitomo Mitsui Financial in Q2 2025 and has held it in 5 quarters since.
- 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.