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

Redhawk 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 		$1.73M Buy
73,281
+2,573
+4% +$57.1K 0.17% 131
2026
Q1 		$1.4M Buy
70,708
+37,859
+115% +$795K 0.15% 147
2025
Q4 		$635K Buy
32,849
+9,324
+40% +$162K 0.07% 208
2025
Q3 		$394K Buy
23,525
+6,415
+37% +$103K 0.05% 259
2025
Q2 		$259K Sell
17,110
-54,279
-76% -$781K 0.03% 283
2025
Q1 		$1.1M Buy
71,389
+27,756
+64% +$422K 0.15% 118
2024
Q4 		$632K Buy
43,633
+10,096
+30% +$139K 0.09% 168
2024
Q3 		$424K Buy
+33,537
New +$443K 0.06% 203

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

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

Redhawk Wealth Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 3.6% in Q2 2026, buying an estimated $57.1K and bringing the position to 73,281 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #131.

Redhawk Wealth Advisors first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Redhawk Wealth Advisors held 73,281 shares of Sumitomo Mitsui Financial worth $1.73M as of Q2 2026.
  • Redhawk Wealth Advisors bought 2,573 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $57.1K.
  • Sumitomo Mitsui Financial made up 0.17% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Redhawk Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.