Wealthspire Advisors (New York)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealthspire Advisors (New York)’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	-12,671	Closed	-$245K	–	1078
2025 Q4	$245K	Buy	12,671 +12,008	+1,811%	+$208K	﹤0.01%	887
2025 Q3	$11.1K	Buy	+663	New	+$10.6K	﹤0.01%	1965
2023 Q1	–	Sell	-14,350	Closed	-$115K	–	587
2022 Q4	$115K	Buy	+14,350	New	+$91.4K	﹤0.01%	557
2021 Q4	–	Sell	-13,538	Closed	-$95K	–	614
2021 Q3	$95K	Buy	+13,538	New	+$94.2K	﹤0.01%	568
2020 Q2	–	Sell	-14,777	Closed	-$71K	–	490
2020 Q1	$71K	Buy	+14,777	New	+$95.2K	﹤0.01%	531
2019 Q1	–	Sell	-3,786	Closed	-$25K	–	671
2018 Q4	$25K	Buy	+3,786	New	+$28.3K	﹤0.01%	293

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMFG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 12,671 shares — an estimated $245K sold.

Wealthspire Advisors (New York) first reported a position in SMFG in Q4 2018 and held it in 6 quarters. The position peaked at $245K in Q4 2025. 442 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 12,671 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $245K.
Wealthspire Advisors (New York) first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Sumitomo Mitsui Financial position peaked at $245K in Q4 2025.
442 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.