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Spire Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Spire 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 		$8.89K Hold
377
– – ﹤0.01% 1682
2026
Q1 		$7.45K Sell
377
-38
-9% -$798 ﹤0.01% 1722
2025
Q4 		$8.03K Sell
415
-149
-26% -$2.58K ﹤0.01% 1781
2025
Q3 		$9.44K Hold
564
– – ﹤0.01% 1767
2025
Q2 		$8.52K Hold
564
– – ﹤0.01% 1772
2025
Q1 		$8.72K Buy
564
+18
+3% +$274 ﹤0.01% 1876
2024
Q4 		$7.91K Buy
546
+47
+9% +$646 ﹤0.01% 1907
2024
Q3 		$6.3K Buy
499
+312
+167% +$4.12K ﹤0.01% 1766
2024
Q2 		$2.51K Buy
+187
New +$2.27K ﹤0.01% 1968
2024
Q1 		– Sell
-187
Closed -$1.84K – 2389
2023
Q4 		$1.84K Sell
187
-339
-64% -$3.29K ﹤0.01% 2160
2023
Q3 		$5.18K Hold
526
– – ﹤0.01% 1935
2023
Q2 		$4.52K Hold
526
– – ﹤0.01% 2025
2023
Q1 		$4.21K Buy
526
+226
+75% +$1.91K ﹤0.01% 2076
2022
Q4 		$2K Hold
300
– – ﹤0.01% 2105
2022
Q3 		$2K Sell
300
-933
-76% -$5.63K ﹤0.01% 1996
2022
Q2 		$7K Sell
1,233
-259
-17% -$1.56K ﹤0.01% 2043
2022
Q1 		$9K Sell
1,492
-187
-11% -$1.33K ﹤0.01% 2075
2021
Q4 		$11K Buy
1,679
+187
+13% +$1.27K ﹤0.01% 2356
2021
Q3 		$10K Hold
1,492
– – ﹤0.01% 2106
2021
Q2 		$10K Sell
1,492
-615
-29% -$4.41K ﹤0.01% 2128
2021
Q1 		$16K Buy
+2,107
New +$14.7K ﹤0.01% 2246

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

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

Spire Wealth Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 377 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Spire Wealth Management first reported a position in SMFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $16K in Q1 2021. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Spire Wealth Management held 377 shares of Sumitomo Mitsui Financial worth $8.89K as of Q2 2026.
  • Spire Wealth Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1682 holding.
  • Spire Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Sumitomo Mitsui Financial position peaked at $16K in Q1 2021.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.