Spire Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 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 22.9% 1-Year Est. Return

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

Spire Wealth Management held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Spire Wealth Management held 377 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $8.89K as of Q2 2026.
Spire Wealth Management left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $16K in Q1 2021.
462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

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