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Advisor Partners II’s Sumitomo Mitsui Financial SMFG Stock Holding History

Advisor Partners II’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
2023
Q3 		$2.78M Buy
282,579
+47,347
+20% +$438K 0.11% 188
2023
Q2 		$2.02M Buy
235,232
+14,278
+6% +$118K 0.09% 212
2023
Q1 		$1.77M Buy
220,954
+18,835
+9% +$159K 0.1% 221
2022
Q4 		$1.62M Buy
202,119
+10,858
+6% +$69.2K 0.1% 226
2022
Q3 		$1.05M Buy
+191,261
New +$1.15M 0.08% 260

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Partners II's SMFG Position: Q3 2023 in Review

Advisor Partners II increased its Sumitomo Mitsui Financial (SMFG) stake by 20% in Q3 2023, buying an estimated $438K and bringing the position to 282,579 shares worth $2.78M. The position accounts for 0.11% of the portfolio, ranked #188.

Advisor Partners II first reported a position in SMFG in Q3 2022 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

  • Advisor Partners II held 282,579 shares of Sumitomo Mitsui Financial worth $2.78M as of Q3 2023.
  • Advisor Partners II bought 47,347 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $438K.
  • Sumitomo Mitsui Financial made up 0.11% of Advisor Partners II's portfolio in Q3 2023, its #188 holding.
  • Advisor Partners II first reported a position in Sumitomo Mitsui Financial in Q3 2022 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.