Sagespring Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sagespring Wealth 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	$725K	Buy	30,744 +1,059	+4%	+$23.5K	0.01%	432
2026 Q1	$586K	Buy	29,685 +1,227	+4%	+$25.8K	0.01%	457
2025 Q4	$550K	Buy	28,458 +2,201	+8%	+$38.1K	0.01%	449
2025 Q3	$440K	Buy	26,257 +1,134	+5%	+$18.2K	0.01%	493
2025 Q2	$380K	Buy	25,123 +4,392	+21%	+$63.2K	0.01%	512
2025 Q1	$321K	Buy	20,731 +5,990	+41%	+$91.1K	0.01%	493
2024 Q4	$214K	Buy	+14,741	New	+$202K	0.01%	575

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sagespring Wealth Partners's SMFG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 3.6% in Q2 2026, buying an estimated $23.5K and bringing the position to 30,744 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #432.

Sagespring Wealth Partners first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Sagespring Wealth Partners held 30,744 shares of Sumitomo Mitsui Financial worth $725K as of Q2 2026.
Sagespring Wealth Partners bought 1,059 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $23.5K.
Sumitomo Mitsui Financial made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #432 holding.
Sagespring Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 7 quarters since.
461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.