United Capital Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Buy |
88,212
+1,968
| +2% | +$41.3K | 0.01% | 589 |
|
|
2025
Q4 | $1.67M | Buy |
86,244
+1,898
| +2% | +$32.9K | 0.01% | 582 |
|
|
2025
Q3 | $1.41M | Buy |
84,346
+4,161
| +5% | +$66.7K | 0.01% | 549 |
|
|
2025
Q2 | $1.21M | Sell |
80,185
-7,089
| -8% | -$102K | 0.01% | 539 |
|
|
2025
Q1 | $1.35M | Buy |
87,274
+541
| +0.6% | +$8.23K | 0.01% | 504 |
|
|
2024
Q4 | $1.26M | Buy |
86,733
+1,000
| +1% | +$13.7K | 0.01% | 507 |
|
|
2024
Q3 | $1.08M | Buy |
85,733
+2,013
| +2% | +$26.6K | 0.01% | 523 |
|
|
2024
Q2 | $1.12M | Buy |
83,720
+2,348
| +3% | +$28.4K | 0.01% | 502 |
|
|
2024
Q1 | $958K | Sell |
81,372
-8,442
| -9% | -$90.6K | 0.01% | 571 |
|
|
2023
Q4 | $869K | Buy |
+89,814
| New | +$871K | 0.01% | 585 |
|
|
2023
Q1 | – | Sell |
-10,530
| Closed | -$84.5K | – | 1060 |
|
|
2022
Q4 | $84.5K | Buy |
+10,530
| New | +$67.1K | ﹤0.01% | 1014 |
|
|
2020
Q1 | – | Sell |
-77,268
| Closed | -$573K | – | 1347 |
|
|
2019
Q4 | $573K | Buy |
+77,268
| New | +$556K | ﹤0.01% | 948 |
|
|
2019
Q3 | – | Sell |
-152,703
| Closed | -$1.08M | – | 1459 |
|
|
2019
Q2 | $1.08M | Buy |
152,703
+87,390
| +134% | +$619K | 0.01% | 787 |
|
|
2019
Q1 | $459K | Buy |
65,313
+6,164
| +10% | +$44.1K | ﹤0.01% | 1005 |
|
|
2018
Q4 | $385K | Sell |
59,149
-11,662
| -16% | -$87.1K | ﹤0.01% | 986 |
|
|
2018
Q3 | $569K | Buy |
70,811
+9,530
| +16% | +$75.3K | ﹤0.01% | 935 |
|
|
2018
Q2 | $476K | Buy |
61,281
+12,740
| +26% | +$106K | ﹤0.01% | 955 |
|
|
2018
Q1 | $413K | Buy |
48,541
+8,489
| +21% | +$75.8K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $348K | Buy |
40,052
+10,527
| +36% | +$85.3K | ﹤0.01% | 1068 |
|
|
2017
Q3 | $228K | Sell |
29,525
-339,897
| -92% | -$2.59M | ﹤0.01% | 1201 |
|
|
2017
Q2 | $2.9M | Buy |
369,422
+100,657
| +37% | +$748K | 0.03% | 491 |
|
|
2017
Q1 | $1.95M | Buy |
268,765
+18,870
| +8% | +$147K | 0.02% | 577 |
|
|
2016
Q4 | $1.91M | Buy |
+249,895
| New | +$1.81M | 0.02% | 575 |
|
|
2016
Q3 | – | Sell |
-13,688
| Closed | -$82K | – | 1308 |
|
|
2016
Q2 | $82K | Sell |
13,688
-435
| -3% | -$2.66K | ﹤0.01% | 1224 |
|
|
2016
Q1 | $85K | Sell |
14,123
-79,079
| -85% | -$493K | ﹤0.01% | 1184 |
|
|
2015
Q4 | $707K | Sell |
93,202
-436
| -0.5% | -$3.43K | 0.01% | 786 |
|
|
2015
Q3 | $714K | Buy |
+93,638
| New | +$787K | 0.01% | 793 |
|
|
2015
Q2 | – | Sell |
-12,538
| Closed | -$110K | – | 1306 |
|
|
2015
Q1 | $110K | Buy |
+12,538
| New | +$93.8K | ﹤0.01% | 1220 |
|
|
2014
Q4 | – | Sell |
-12,729
| Closed | -$104K | – | 1189 |
|
|
2014
Q3 | $104K | Buy |
+12,729
| New | +$104K | ﹤0.01% | 1078 |
|
|
2014
Q2 | – | Sell |
-100,618
| Closed | -$870K | – | 909 |
|
|
2014
Q1 | $870K | Buy |
100,618
+21,282
| +27% | +$199K | 0.02% | 511 |
|
|
2013
Q4 | $832K | Buy |
+79,336
| New | +$789K | 0.03% | 357 |
|
|
2013
Q3 | – | Sell |
-13,895
| Closed | -$128K | – | 738 |
|
|
2013
Q2 | $128K | Buy |
+13,895
| New | +$124K | ﹤0.01% | 675 |
|
Other funds holding SMFG
CCMG
United Capital Financial Advisors's SMFG Position: Q1 2026 in Review
United Capital Financial Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 2.3% in Q1 2026, buying an estimated $41.3K and bringing the position to 88,212 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #589.
United Capital Financial Advisors first reported a position in SMFG in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.9M in Q2 2017. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.
- United Capital Financial Advisors held 88,212 shares of Sumitomo Mitsui Financial worth $1.74M as of Q1 2026.
- United Capital Financial Advisors bought 1,968 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $41.3K.
- Sumitomo Mitsui Financial made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #589 holding.
- United Capital Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 32 quarters since.
- United Capital Financial Advisors's Sumitomo Mitsui Financial position peaked at $2.9M in Q2 2017.
- 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.