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Retirement Wealth Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Retirement Wealth Solutions’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 		$7.38K Buy
313
+58
+23% +$1.29K ﹤0.01% 275
2026
Q1 		$5.04K Buy
255
+129
+102% +$2.71K ﹤0.01% 321
2025
Q4 		$2.44K Sell
126
-6
-5% -$104 ﹤0.01% 422
2025
Q3 		$2.21K Buy
+132
New +$2.11K ﹤0.01% 427

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

Retirement Wealth Solutions's SMFG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Sumitomo Mitsui Financial (SMFG) stake by 23% in Q2 2026, buying an estimated $1.29K and bringing the position to 313 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Retirement Wealth Solutions first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Retirement Wealth Solutions held 313 shares of Sumitomo Mitsui Financial worth $7.38K as of Q2 2026.
  • Retirement Wealth Solutions bought 58 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.29K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #275 holding.
  • Retirement Wealth Solutions first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.