Avior Wealth Management’s Sumitomo Mitsui Financial 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avior Wealth Management sold out of Sumitomo Mitsui Financial (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. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

Avior Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 994 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $14.4K.
Avior Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 9 quarters.
Avior Wealth Management's Sumitomo Mitsui Financial position peaked at $33.9K in Q1 2024.
358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

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