Net Worth Advisory Group
- SEC CIK
- 0001791998
- Latest filing
- Jul 13, 2026
SMFG holding history
Sumitomo Mitsui Financial Group, Inc. in every 13F filed by Net Worth Advisory Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings
- Shares (Q2 2026)
- 22,213
- Value
- $523.8K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 22,213 | $523.8K | 0.1% | −630−2.8% | Reduced | Holders |
| Q1 2026 | 22,843 | $451.1K | 0.1% | −298−1.3% | Reduced | Holders |
| Q4 2025 | 23,141 | $447.3K | 0.1% | +1,038+4.7% | Added | Holders |
| Q3 2025 | 22,103 | $370.0K | 0.1% | −899−3.9% | Reduced | Holders |
| Q2 2025 | 23,002 | $347.6K | 0.1% | −519−2.2% | Reduced | Holders |
| Q1 2025 | 23,521 | $363.6K | 0.1% | −1,226−5.0% | Reduced | Holders |
| Q4 2024 | 24,747 | $358.6K | 0.1% | −604−2.4% | Reduced | Holders |
| Q3 2024 | 25,351 | $320.2K | 0.1% | – | No prior filing | Holders |