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Rise Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Rise 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
2025
Q4 		– Sell
-1,866
Closed -$31.2K – 1220
2025
Q3 		$31.2K Buy
1,866
+25
+1% +$400 0.01% 362
2025
Q2 		$27.8K Hold
1,841
– – 0.01% 374
2025
Q1 		$28.5K Hold
1,841
– – 0.01% 340
2024
Q4 		$26.7K Buy
1,841
+24
+1% +$330 0.01% 456
2024
Q3 		$23K Buy
1,817
+18
+1% +$238 0.01% 601
2024
Q2 		$24.1K Hold
1,799
– – 0.01% 497
2024
Q1 		$21.2K Buy
+1,799
New +$19.3K 0.01% 608

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors's SMFG Position: Q4 2025 in Review

Rise Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 1,866 shares — an estimated $31.2K sold.

Rise Advisors first reported a position in SMFG in Q1 2024 and held it in 7 quarters. The position peaked at $31.2K in Q3 2025. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Rise Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,866 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $31.2K.
  • Rise Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Sumitomo Mitsui Financial position peaked at $31.2K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.