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True Wealth Design’s Sumitomo Mitsui Financial SMFG Stock Holding History

True Wealth Design’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 		$69K Buy
2,925
+650
+29% +$14.4K 0.02% 368
2026
Q1 		$44.9K Buy
2,275
+724
+47% +$15.2K 0.01% 434
2025
Q4 		$30K Sell
1,551
-33
-2% -$572 0.01% 474
2025
Q3 		$26.5K Buy
+1,584
New +$25.4K 0.01% 504

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

True Wealth Design's SMFG Position: Q2 2026 in Review

True Wealth Design increased its Sumitomo Mitsui Financial (SMFG) stake by 29% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,925 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #368.

True Wealth Design first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • True Wealth Design held 2,925 shares of Sumitomo Mitsui Financial worth $69K as of Q2 2026.
  • True Wealth Design bought 650 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $14.4K.
  • Sumitomo Mitsui Financial made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #368 holding.
  • True Wealth Design first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.