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Aspen Grove Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aspen Grove Capital’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
Q3 		– Sell
-11,487
Closed -$176K – 241
2025
Q2 		$176K Sell
11,487
-504
-4% -$7.25K 0.03% 229
2025
Q1 		$185K Hold
11,991
– – 0.04% 225
2024
Q4 		$174K Buy
+11,991
New +$165K 0.04% 196

Other funds holding SMFG

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aspen Grove Capital's SMFG Position: Q3 2025 in Review

Aspen Grove Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 11,487 shares — an estimated $176K sold.

Aspen Grove Capital first reported a position in SMFG in Q4 2024 and held it in 3 quarters. The position peaked at $185K in Q1 2025. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Aspen Grove Capital reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
  • Aspen Grove Capital sold 11,487 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $176K.
  • Aspen Grove Capital first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 3 quarters.
  • Aspen Grove Capital's Sumitomo Mitsui Financial position peaked at $185K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Aspen Grove Capital's 13F filing for Q3 2025, filed 14 Nov 2025.