SWM
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SHP Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

SHP Wealth Management’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 		$20.6K Buy
874
+276
+46% +$6.13K ﹤0.01% 769
2026
Q1 		$11.8K Buy
598
+183
+44% +$3.84K ﹤0.01% 854
2025
Q4 		$8.03K Buy
+415
New +$7.19K ﹤0.01% 891

Other funds holding SMFG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SHP Wealth Management's SMFG Position: Q2 2026 in Review

SHP Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 46% in Q2 2026, buying an estimated $6.13K and bringing the position to 874 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

SHP Wealth Management first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • SHP Wealth Management held 874 shares of Sumitomo Mitsui Financial worth $20.6K as of Q2 2026.
  • SHP Wealth Management bought 276 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $6.13K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #769 holding.
  • SHP Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.