Prospera Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Prospera Financial Services’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	$839K	Sell	35,565 -183	-0.5%	-$4.06K	0.01%	844
2026 Q1	$706K	Sell	35,748 -209	-0.6%	-$4.39K	0.01%	865
2025 Q4	$695K	Sell	35,957 -1,412	-4%	-$24.5K	0.01%	814
2025 Q3	$626K	Buy	37,369 +66	+0.2%	+$1.06K	0.01%	855
2025 Q2	$564K	Sell	37,303 -1,323	-3%	-$19K	0.01%	863
2025 Q1	$597K	Buy	+38,626	New	+$588K	0.01%	709
2022 Q2	–	Sell	-2,798	Closed	-$18K	–	2462
2022 Q1	$18K	Buy	+2,798	New	+$19.9K	﹤0.01%	1779

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

Prospera Financial Services's SMFG Position: Q2 2026 in Review

Prospera Financial Services reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.51% in Q2 2026, selling an estimated $4.06K and leaving 35,565 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #844.

Prospera Financial Services first reported a position in SMFG in Q1 2022 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Prospera Financial Services held 35,565 shares of Sumitomo Mitsui Financial worth $839K as of Q2 2026.
Prospera Financial Services sold 183 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $4.06K.
Sumitomo Mitsui Financial made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #844 holding.
Prospera Financial Services first reported a position in Sumitomo Mitsui Financial in Q1 2022 and has held it in 7 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.