AWM
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Avior Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Avior Wealth Management’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
-994
Closed -$14.4K – 2072
2024
Q4 		$14.4K Sell
994
-66
-6% -$907 ﹤0.01% 1506
2024
Q3 		$13.4K Buy
1,060
+10
+1% +$132 ﹤0.01% 1463
2024
Q2 		$14.1K Sell
1,050
-1,830
-64% -$22.2K ﹤0.01% 1425
2024
Q1 		$33.9K Buy
2,880
+2,539
+745% +$27.2K ﹤0.01% 1383
2023
Q4 		$3.3K Hold
341
– – ﹤0.01% 1249
2023
Q3 		$3.36K Hold
341
– – ﹤0.01% 1305
2023
Q2 		$2.93K Buy
341
+79
+30% +$653 ﹤0.01% 1306
2023
Q1 		$2.1K Buy
+262
New +$2.22K ﹤0.01% 1387
2019
Q1 		– Sell
-984
Closed -$6K – 708
2018
Q4 		$6K Buy
+984
New +$7.34K ﹤0.01% 608

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 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's SMFG Position: Q1 2025 in Review

Avior Wealth Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2025, closing a stake of 994 shares — an estimated $14.4K sold.

Avior Wealth Management first reported a position in SMFG in Q4 2018 and held it in 9 quarters. The position peaked at $33.9K in Q1 2024. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Avior Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 994 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2025, an estimated $14.4K.
  • Avior Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and held it in 9 quarters.
  • Avior Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $33.9K in Q1 2024.
  • 359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.