TPWA
SMFG icon

Twin Peaks Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Twin Peaks Wealth Advisors’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 		$84.5K Buy
+4,276
New +$89.8K 0.02% 319
2025
Q3 		– Sell
-2,064
Closed -$33.7K – 1801
2025
Q2 		$33.7K Buy
+2,064
New +$29.7K 0.01% 444

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 $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return

Twin Peaks Wealth Advisors's SMFG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2026: 4,276 shares worth $84.5K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SMFG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SMFG in Q2 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 4,276 shares of Sumitomo Mitsui Financial worth $84.5K as of Q1 2026.
  • Sumitomo Mitsui Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Sumitomo Mitsui Financial made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #319 holding.
  • Twin Peaks Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.