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Sage Mountain Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sage Mountain 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
Q1 		– Sell
-18,780
Closed -$363K – 520
2025
Q4 		$363K Hold
18,780
– – 0.02% 346
2025
Q3 		$314K Buy
18,780
+536
+3% +$8.59K 0.02% 355
2025
Q2 		$276K Sell
18,244
-1,560
-8% -$22.4K 0.02% 348
2025
Q1 		$306K Sell
19,804
-5
-0% -$76 0.02% 304
2024
Q4 		$287K Buy
19,809
+1,485
+8% +$20.4K 0.02% 300
2024
Q3 		$231K Buy
18,324
+47
+0.3% +$621 0.02% 353
2024
Q2 		$245K Buy
+18,277
New +$221K 0.02% 304

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sage Mountain Advisors's SMFG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 18,780 shares — an estimated $363K sold.

Sage Mountain Advisors first reported a position in SMFG in Q2 2024 and held it in 7 quarters. The position peaked at $363K in Q4 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 18,780 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $363K.
  • Sage Mountain Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and held it in 7 quarters.
  • Sage Mountain Advisors's Sumitomo Mitsui Financial position peaked at $363K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.