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Adero Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Adero Partners’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
2025
Q1 		$169K Buy
10,901
+424
+4% +$6.45K 0.01% 239
2024
Q4 		$152K Buy
+10,477
New +$144K 0.01% 244

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adero Partners's SMFG Position: Q1 2025 in Review

Adero Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 4% in Q1 2025, buying an estimated $6.45K and bringing the position to 10,901 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #239.

Adero Partners first reported a position in SMFG in Q4 2024 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Adero Partners held 10,901 shares of Sumitomo Mitsui Financial worth $169K as of Q1 2025.
  • Adero Partners bought 424 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $6.45K.
  • Sumitomo Mitsui Financial made up 0.01% of Adero Partners's portfolio in Q1 2025, its #239 holding.
  • Adero Partners first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 2 quarters since.
  • 359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.