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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
Q2 		– Sell
-4,276
Closed -$84.5K – 1881
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 $1.89T 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

Twin Peaks Wealth Advisors's SMFG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 4,276 shares — an estimated $84.5K sold.

Twin Peaks Wealth Advisors first reported a position in SMFG in Q2 2025 and held it in 2 quarters. The position peaked at $84.5K in Q1 2026. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 4,276 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $84.5K.
  • Twin Peaks Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Sumitomo Mitsui Financial position peaked at $84.5K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.