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Sowell Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sowell Financial Services’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 		$401K Sell
17,025
-848
-5% -$18.8K 0.01% 743
2026
Q1 		$353K Buy
17,873
+437
+3% +$9.18K 0.01% 772
2025
Q4 		$337K Buy
17,436
+2,653
+18% +$46K 0.01% 789
2025
Q3 		$247K Sell
14,783
-3,916
-21% -$62.7K 0.01% 900
2025
Q2 		$283K Buy
18,699
+1,094
+6% +$15.7K 0.01% 810
2025
Q1 		$272K Buy
17,605
+2,590
+17% +$39.4K 0.01% 805
2024
Q4 		$218K Buy
+15,015
New +$206K 0.01% 500
2021
Q2 		– Sell
-2,020
Closed -$15K – 2371
2021
Q1 		$15K Buy
2,020
+1,086
+116% +$7.56K ﹤0.01% 2167
2020
Q4 		$6K Hold
934
– – ﹤0.01% 2227
2020
Q3 		$5K Hold
934
– – ﹤0.01% 2014
2020
Q2 		$5K Hold
934
– – ﹤0.01% 1914
2020
Q1 		$4K Sell
934
-503
-35% -$3.24K ﹤0.01% 1924
2019
Q4 		$11K Sell
1,437
-503
-26% -$3.62K ﹤0.01% 1662
2019
Q3 		$13K Buy
+1,940
New +$13.3K ﹤0.01% 1450

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

Sowell Financial Services's SMFG Position: Q2 2026 in Review

Sowell Financial Services reduced its Sumitomo Mitsui Financial (SMFG) stake by 4.7% in Q2 2026, selling an estimated $18.8K and leaving 17,025 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #743.

Sowell Financial Services first reported a position in SMFG in Q3 2019 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Sowell Financial Services held 17,025 shares of Sumitomo Mitsui Financial worth $401K as of Q2 2026.
  • Sowell Financial Services sold 848 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $18.8K.
  • Sumitomo Mitsui Financial made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #743 holding.
  • Sowell Financial Services first reported a position in Sumitomo Mitsui Financial in Q3 2019 and has held it in 14 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.