Wealth Enhancement Advisory Services
SMFG icon

Wealth Enhancement Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.31M Buy
50,787
+10,841
+27% +$241K ﹤0.01% 1877
2026
Q1 		$816K Sell
39,946
-8,416
-17% -$177K ﹤0.01% 1939
2025
Q4 		$968K Buy
48,362
+13,840
+40% +$240K ﹤0.01% 1985
2025
Q3 		$555K Buy
34,522
+10,280
+42% +$165K ﹤0.01% 2281
2025
Q2 		$370K Buy
24,242
+2,816
+13% +$40.5K ﹤0.01% 2451
2025
Q1 		$331K Buy
21,426
+611
+3% +$9.29K ﹤0.01% 2369
2024
Q4 		$302K Sell
20,815
-130
-0.6% -$1.79K ﹤0.01% 2377
2024
Q3 		$265K Buy
20,945
+699
+3% +$9.23K ﹤0.01% 2262
2024
Q2 		$271K Buy
20,246
+963
+5% +$11.7K ﹤0.01% 2050
2024
Q1 		$227K Sell
19,283
-33,793
-64% -$363K ﹤0.01% 2110
2023
Q4 		$514K Sell
53,076
-9,457
-15% -$91.7K ﹤0.01% 1488
2023
Q3 		$616K Buy
+62,533
New +$578K ﹤0.01% 1314

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

Wealth Enhancement Advisory Services's SMFG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sumitomo Mitsui Financial (SMFG) stake by 27% in Q2 2026, buying an estimated $241K and bringing the position to 50,787 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Wealth Enhancement Advisory Services first reported a position in SMFG in Q3 2023 and has held it in 12 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 50,787 shares of Sumitomo Mitsui Financial worth $1.31M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,841 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $241K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1877 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sumitomo Mitsui Financial in Q3 2023 and has held it in 12 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.