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Werba Rubin Papier Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Werba Rubin Papier Wealth Management’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 		$255K Sell
10,832
-118
-1% -$2.62K 0.03% 246
2026
Q1 		$216K Sell
10,950
-100
-0.9% -$2.1K 0.03% 257
2025
Q4 		$214K Sell
11,050
-1,620
-13% -$28.1K 0.06% 215
2025
Q3 		$212K Sell
12,670
-5,400
-30% -$86.5K 0.03% 229
2025
Q2 		$273K Buy
18,070
+864
+5% +$12.4K 0.05% 168
2025
Q1 		$266K Sell
17,206
-2,340
-12% -$35.6K 0.06% 145
2024
Q4 		$283K Sell
19,546
-1,520
-7% -$20.9K 0.07% 141
2024
Q3 		$266K Buy
21,066
+1,001
+5% +$13.2K 0.06% 138
2024
Q2 		$269K Sell
20,065
-976
-5% -$11.8K 0.07% 126
2024
Q1 		$248K Buy
21,041
+653
+3% +$7K 0.07% 122
2023
Q4 		$197K Sell
20,388
-1,929
-9% -$18.7K 0.07% 111
2023
Q3 		$220K Buy
22,317
+2,548
+13% +$23.6K 0.08% 106
2023
Q2 		$170K Buy
19,769
+280
+1% +$2.31K 0.06% 115
2023
Q1 		$156K Sell
19,489
-1,011
-5% -$8.56K 0.06% 104
2022
Q4 		$164K Buy
+20,500
New +$131K 0.07% 97

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

Werba Rubin Papier Wealth Management's SMFG Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 1.1% in Q2 2026, selling an estimated $2.62K and leaving 10,832 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #246.

Werba Rubin Papier Wealth Management first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $283K in Q4 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 10,832 shares of Sumitomo Mitsui Financial worth $255K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 118 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.62K.
  • Sumitomo Mitsui Financial made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
  • Werba Rubin Papier Wealth Management's Sumitomo Mitsui Financial position peaked at $283K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.