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Atria Wealth Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Atria Wealth Solutions’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 		– Sell
-13,710
Closed -$199K – 2062
2024
Q4 		$199K Buy
+13,710
New +$188K ﹤0.01% 1837

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's SMFG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 13,710 shares — an estimated $199K sold.

Atria Wealth Solutions first reported a position in SMFG in Q4 2024 and held it in 1 quarter. The position peaked at $199K in Q4 2024. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,710 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $199K.
  • Atria Wealth Solutions first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Sumitomo Mitsui Financial position peaked at $199K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.