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Root Financial Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Root Financial Partners’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 		– Sell
-1,214
Closed -$24K – 2740
2026
Q1 		$24K Buy
1,214
+4
+0.3% +$84 ﹤0.01% 1218
2025
Q4 		$23.4K Buy
1,210
+272
+29% +$4.71K ﹤0.01% 1100
2025
Q3 		$15.7K Buy
+938
New +$15K ﹤0.01% 1236

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

Root Financial Partners's SMFG Position: Q2 2026 in Review

Root Financial Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 1,214 shares — an estimated $24K sold.

Root Financial Partners first reported a position in SMFG in Q3 2025 and held it in 3 quarters. The position peaked at $24K in Q1 2026. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Root Financial Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,214 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $24K.
  • Root Financial Partners first reported a position in Sumitomo Mitsui Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sumitomo Mitsui Financial position peaked at $24K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.