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Wealthstream Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealthstream 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
2025
Q3 		$233K Buy
13,947
+2,098
+18% +$33.6K 0.04% 161
2025
Q2 		$179K Buy
11,849
+244
+2% +$3.51K 0.03% 170
2025
Q1 		$179K Buy
11,605
+122
+1% +$1.86K 0.03% 150
2024
Q4 		$166K Buy
11,483
+794
+7% +$10.9K 0.03% 153
2024
Q3 		$135K Buy
10,689
+28
+0.3% +$370 0.02% 150
2024
Q2 		$143K Buy
+10,661
New +$129K 0.05% 138

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthstream Advisors's SMFG Position: Q3 2025 in Review

Wealthstream Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 18% in Q3 2025, buying an estimated $33.6K and bringing the position to 13,947 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #161.

Wealthstream Advisors first reported a position in SMFG in Q2 2024 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Wealthstream Advisors held 13,947 shares of Sumitomo Mitsui Financial worth $233K as of Q3 2025.
  • Wealthstream Advisors bought 2,098 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $33.6K.
  • Sumitomo Mitsui Financial made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #161 holding.
  • Wealthstream Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 6 quarters since.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.