Sound Income Strategies’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sound Income Strategies’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	-1,404	Closed	-$29.1K	–	2100
2026 Q1	$29.1K	Hold	1,404	–	–	﹤0.01%	1033
2025 Q4	$29.9K	Buy	1,404 +610	+77%	+$10.6K	﹤0.01%	991
2025 Q3	$12.7K	Hold	794	–	–	﹤0.01%	942
2025 Q2	$12K	Buy	+794	New	+$11.4K	﹤0.01%	895
2024 Q3	–	Sell	-230	Closed	-$3.08K	–	1490
2024 Q2	$3.08K	Buy	+230	New	+$2.79K	﹤0.01%	1039
2018 Q4	–	Sell	-1,665	Closed	-$13K	–	788
2018 Q3	$13K	Hold	1,665	–	–	0.01%	305
2018 Q2	$13K	Hold	1,665	–	–	0.01%	273
2018 Q1	$14K	Hold	1,665	–	–	0.01%	248
2017 Q4	$15K	Buy	+1,665	New	+$13.5K	0.01%	174

Other funds holding SMFG

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Sound Income Strategies's SMFG Position: Q2 2026 in Review

Sound Income Strategies sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 1,404 shares — an estimated $29.1K sold.

Sound Income Strategies first reported a position in SMFG in Q4 2017 and held it in 9 quarters. The position peaked at $29.9K in Q4 2025. 338 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Sound Income Strategies reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,404 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $29.1K.
Sound Income Strategies first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 9 quarters.
Sound Income Strategies's Sumitomo Mitsui Financial position peaked at $29.9K in Q4 2025.
338 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.