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Valeo Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Valeo Financial 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 		$523K Buy
22,193
+4,323
+24% +$96K 0.01% 436
2026
Q1 		$353K Sell
17,870
-7,048
-28% -$148K 0.01% 494
2025
Q4 		$482K Buy
24,918
+3,279
+15% +$56.8K 0.01% 474
2025
Q3 		$362K Buy
21,639
+1,057
+5% +$16.9K 0.01% 546
2025
Q2 		$311K Buy
20,582
+483
+2% +$6.95K 0.01% 567
2025
Q1 		$311K Buy
20,099
+4,140
+26% +$63K 0.01% 525
2024
Q4 		$231K Buy
15,959
+13
+0.1% +$179 0.01% 632
2024
Q3 		$201K Buy
15,946
+736
+5% +$9.72K 0.01% 658
2024
Q2 		$204K Buy
15,210
+89
+0.6% +$1.08K 0.01% 608
2024
Q1 		$172K Hold
15,121
– – 0.01% 613
2023
Q4 		$146K Sell
15,121
-1,992
-12% -$19.3K 0.01% 603
2023
Q3 		$169K Sell
17,113
-1,423
-8% -$13.2K 0.01% 575
2023
Q2 		$159K Buy
18,536
+1,533
+9% +$12.7K 0.01% 554
2023
Q1 		$136K Buy
17,003
+4,899
+40% +$41.5K 0.01% 567
2022
Q4 		$97.1K Buy
+12,104
New +$77.1K 0.01% 508
2021
Q2 		– Sell
-2,422
Closed -$18K – 1611
2021
Q1 		$18K Buy
2,422
+1,601
+195% +$11.2K ﹤0.01% 1210
2020
Q4 		$5K Sell
821
-388
-32% -$2.28K ﹤0.01% 1378
2020
Q3 		$7K Sell
1,209
-925
-43% -$5.3K ﹤0.01% 1177
2020
Q2 		$12K Buy
2,134
+102
+5% +$551 ﹤0.01% 1235
2020
Q1 		$10K Hold
2,032
– – ﹤0.01% 1109
2019
Q4 		$15K Buy
2,032
+925
+84% +$6.66K ﹤0.01% 988
2019
Q3 		$8K Sell
1,107
-328
-23% -$2.24K ﹤0.01% 1095
2019
Q2 		$10K Buy
1,435
+698
+95% +$4.94K ﹤0.01% 1031
2019
Q1 		$5K Buy
737
+9
+1% +$64 ﹤0.01% 1194
2018
Q4 		$5K Sell
728
-964
-57% -$7.2K ﹤0.01% 1096
2018
Q3 		$13K Buy
1,692
+590
+54% +$4.66K ﹤0.01% 896
2018
Q2 		$9K Sell
1,102
-68
-6% -$565 ﹤0.01% 977
2018
Q1 		$10K Buy
1,170
+319
+37% +$2.85K ﹤0.01% 926
2017
Q4 		$7K Buy
851
+456
+115% +$3.69K ﹤0.01% 930
2017
Q3 		$3K Buy
+395
New +$3.01K ﹤0.01% 971

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

Valeo Financial Advisors's SMFG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 24% in Q2 2026, buying an estimated $96K and bringing the position to 22,193 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #436.

Valeo Financial Advisors first reported a position in SMFG in Q3 2017 and has held it in 30 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Valeo Financial Advisors held 22,193 shares of Sumitomo Mitsui Financial worth $523K as of Q2 2026.
  • Valeo Financial Advisors bought 4,323 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $96K.
  • Sumitomo Mitsui Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #436 holding.
  • Valeo Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2017 and has held it in 30 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.