World Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

World Investment 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	$248K	Sell	12,066 -1,443	-11%	-$32K	﹤0.01%	1338
2026 Q1	$267K	Sell	13,509 -127	-0.9%	-$2.67K	﹤0.01%	1314
2025 Q4	$264K	Buy	+13,636	New	+$236K	﹤0.01%	1246
2025 Q3	–	Sell	-14,000	Closed	-$212K	–	1279
2025 Q2	$212K	Sell	14,000 -12,968	-48%	-$186K	﹤0.01%	1067
2025 Q1	$417K	Buy	26,968 +12,799	+90%	+$195K	0.01%	749
2024 Q4	$205K	Buy	14,169 +3,090	+28%	+$42.4K	0.01%	963
2024 Q3	$140K	Buy	+11,079	New	+$146K	﹤0.01%	885

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

World Investment Advisors's SMFG Position: Q2 2026 in Review

World Investment Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q2 2026, selling an estimated $32K and leaving 12,066 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

World Investment Advisors first reported a position in SMFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $417K in Q1 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

World Investment Advisors held 12,066 shares of Sumitomo Mitsui Financial worth $248K as of Q2 2026.
World Investment Advisors sold 1,443 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $32K.
Sumitomo Mitsui Financial made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1338 holding.
World Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 7 quarters since.
World Investment Advisors's Sumitomo Mitsui Financial position peaked at $417K in Q1 2025.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.