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Strategic Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Strategic Wealth Partners’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 		$14.6K Hold
618
– – ﹤0.01% 829
2026
Q1 		$12.2K Hold
618
– – ﹤0.01% 841
2025
Q4 		$11.9K Hold
618
– – ﹤0.01% 838
2025
Q3 		$10.3K Buy
+618
New +$9.9K ﹤0.01% 887
2019
Q2 		– Sell
-530
Closed -$4K – 810
2019
Q1 		$4K Buy
+530
New +$3.79K ﹤0.01% 679
2018
Q2 		– Sell
-782
Closed -$7K – 822
2018
Q1 		$7K Buy
+782
New +$6.99K ﹤0.01% 603

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

Strategic Wealth Partners's SMFG Position: Q2 2026 in Review

Strategic Wealth Partners held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 618 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Strategic Wealth Partners first reported a position in SMFG in Q1 2018 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Strategic Wealth Partners held 618 shares of Sumitomo Mitsui Financial worth $14.6K as of Q2 2026.
  • Strategic Wealth Partners left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #829 holding.
  • Strategic Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q1 2018 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.