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XXI Wealth LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

XXI Wealth LLC’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 Buy
10,804
+695
+7% +$15.4K 0.12% 189
2026
Q1 		$200K Buy
+10,109
New +$212K 0.11% 205

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

XXI Wealth LLC's SMFG Position: Q2 2026 in Review

XXI Wealth LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 6.9% in Q2 2026, buying an estimated $15.4K and bringing the position to 10,804 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #189.

XXI Wealth LLC first reported a position in SMFG in Q1 2026 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • XXI Wealth LLC held 10,804 shares of Sumitomo Mitsui Financial worth $255K as of Q2 2026.
  • XXI Wealth LLC bought 695 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $15.4K.
  • Sumitomo Mitsui Financial made up 0.12% of XXI Wealth LLC's portfolio in Q2 2026, its #189 holding.
  • XXI Wealth LLC first reported a position in Sumitomo Mitsui Financial in Q1 2026 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.