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Whipplewood Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Whipplewood 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
Q2 		$4.1K Sell
174
-904
-84% -$20.1K ﹤0.01% 339
2026
Q1 		$21.3K Buy
+1,078
New +$22.6K 0.01% 385
2025
Q3 		– Sell
-1,217
Closed -$18.4K – 1019
2025
Q2 		$18.4K Buy
1,217
+1,209
+15,113% +$17.4K 0.01% 478
2025
Q1 		$20.3K Sell
8
-1,303
-99% -$19.8K 0.01% 450
2024
Q4 		$19K Buy
+1,311
New +$18K 0.01% 451

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

Whipplewood Advisors's SMFG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 84% in Q2 2026, selling an estimated $20.1K and leaving 174 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Whipplewood Advisors first reported a position in SMFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $21.3K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Whipplewood Advisors held 174 shares of Sumitomo Mitsui Financial worth $4.1K as of Q2 2026.
  • Whipplewood Advisors sold 904 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $20.1K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #339 holding.
  • Whipplewood Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Sumitomo Mitsui Financial position peaked at $21.3K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.