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TD Private Client Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

TD Private Client Wealth’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 		$47.2K Sell
2,001
-444
-18% -$9.86K ﹤0.01% 904
2026
Q1 		$48.3K Buy
2,445
+1,950
+394% +$41K ﹤0.01% 882
2025
Q4 		$9.57K Sell
495
-3,046
-86% -$52.8K ﹤0.01% 1098
2025
Q3 		$59.3K Sell
3,541
-155
-4% -$2.48K ﹤0.01% 828
2025
Q2 		$55.8K Sell
3,696
-442
-11% -$6.36K ﹤0.01% 827
2025
Q1 		$64K Buy
4,138
+3,690
+824% +$56.1K ﹤0.01% 770
2024
Q4 		$6.49K Hold
448
– – ﹤0.01% 1092
2024
Q3 		$5.66K Hold
448
– – ﹤0.01% 1104
2024
Q2 		$6.01K Buy
448
+171
+62% +$2.07K ﹤0.01% 1082
2024
Q1 		$3.26K Hold
277
– – ﹤0.01% 1109
2023
Q4 		$2.68K Sell
277
-2,894
-91% -$28.1K ﹤0.01% 1142
2023
Q3 		$31.2K Sell
3,171
-898
-22% -$8.31K ﹤0.01% 861
2023
Q2 		$35K Buy
4,069
+587
+17% +$4.85K ﹤0.01% 859
2023
Q1 		$27.9K Sell
3,482
-4,802
-58% -$40.6K ﹤0.01% 884
2022
Q4 		$66.4K Buy
8,284
+84
+1% +$535 ﹤0.01% 685
2022
Q3 		$45.1K Sell
8,200
-906
-10% -$5.46K ﹤0.01% 748
2022
Q2 		$53.7K Sell
9,106
-10,255
-53% -$62K ﹤0.01% 719
2022
Q1 		$121K Buy
19,361
+10,063
+108% +$71.7K 0.01% 614
2021
Q4 		$63.1K Sell
9,298
-10,326
-53% -$69.9K ﹤0.01% 710
2021
Q3 		$138K Sell
19,624
-375
-2% -$2.61K 0.01% 584
2021
Q2 		$138K Sell
19,999
-1,243
-6% -$8.91K 0.01% 569
2021
Q1 		$154K Sell
21,242
-2,493
-11% -$17.4K 0.01% 537
2020
Q4 		$146K Sell
23,735
-5,303
-18% -$31.1K 0.01% 519
2020
Q3 		$162K Sell
29,038
-77,928
-73% -$447K 0.01% 476
2020
Q2 		$601K Sell
106,966
-65,886
-38% -$356K 0.04% 336
2020
Q1 		$828K Sell
172,852
-6,841
-4% -$44.1K 0.06% 253
2019
Q4 		$1.33M Buy
+179,693
New +$1.29M 0.08% 227

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

TD Private Client Wealth's SMFG Position: Q2 2026 in Review

TD Private Client Wealth reduced its Sumitomo Mitsui Financial (SMFG) stake by 18% in Q2 2026, selling an estimated $9.86K and leaving 2,001 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

TD Private Client Wealth first reported a position in SMFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q4 2019. 459 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • TD Private Client Wealth held 2,001 shares of Sumitomo Mitsui Financial worth $47.2K as of Q2 2026.
  • TD Private Client Wealth sold 444 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $9.86K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #904 holding.
  • TD Private Client Wealth first reported a position in Sumitomo Mitsui Financial in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Sumitomo Mitsui Financial position peaked at $1.33M in Q4 2019.
  • 459 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.