WWA
SMFG icon

Wealth Watch Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealth Watch 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 		– Sell
-94
Closed -$1.82K – 743
2025
Q4 		$1.82K Hold
94
– – ﹤0.01% 684
2025
Q3 		$1.57K Buy
+94
New +$1.51K ﹤0.01% 693

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

Wealth Watch Advisors's SMFG Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 94 shares — an estimated $1.82K sold.

Wealth Watch Advisors first reported a position in SMFG in Q3 2025 and held it in 2 quarters. The position peaked at $1.82K in Q4 2025. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Wealth Watch Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 94 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $1.82K.
  • Wealth Watch Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's Sumitomo Mitsui Financial position peaked at $1.82K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.