Private Wealth Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Private Wealth Asset Management’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	$2.95K	Hold	125	–	–	﹤0.01%	830
2026 Q1	$2.47K	Hold	125	–	–	﹤0.01%	838
2025 Q4	$2.42K	Hold	125	–	–	﹤0.01%	819
2025 Q3	$2.09K	Hold	125	–	–	﹤0.01%	815
2025 Q2	$1.89K	Hold	125	–	–	﹤0.01%	822
2025 Q1	$1.93K	Buy	+125	New	+$1.9K	﹤0.01%	796

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

Private Wealth Asset Management's SMFG Position: Q2 2026 in Review

Private Wealth Asset Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 125 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Private Wealth Asset Management first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Private Wealth Asset Management held 125 shares of Sumitomo Mitsui Financial worth $2.95K as of Q2 2026.
Private Wealth Asset Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #830 holding.
Private Wealth Asset Management first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.