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Tred Avon Family Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Tred Avon Family 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
Q1 		$626K Sell
31,695
-5,639
-15% -$118K 0.21% 147
2025
Q4 		$722K Sell
37,334
-6,200
-14% -$107K 0.23% 123
2025
Q3 		$729K Buy
+43,534
New +$697K 0.25% 116

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Tred Avon Family Wealth's SMFG Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Sumitomo Mitsui Financial (SMFG) stake by 15% in Q1 2026, selling an estimated $118K and leaving 31,695 shares worth $626K. The position accounts for 0.21% of the portfolio, ranked #147.

Tred Avon Family Wealth first reported a position in SMFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $729K in Q3 2025. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Tred Avon Family Wealth held 31,695 shares of Sumitomo Mitsui Financial worth $626K as of Q1 2026.
  • Tred Avon Family Wealth sold 5,639 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $118K.
  • Sumitomo Mitsui Financial made up 0.21% of Tred Avon Family Wealth's portfolio in Q1 2026, its #147 holding.
  • Tred Avon Family Wealth first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Sumitomo Mitsui Financial position peaked at $729K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.