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Barometer Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Barometer Capital 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
2026
Q1 		$2.51M Buy
+126,900
New +$2.67M 0.86% 27
2025
Q4 		– Sell
-60,054
Closed -$1.01M – 141
2025
Q3 		$1.01M Buy
60,054
+20,500
+52% +$328K 0.23% 63
2025
Q2 		$598K Buy
39,554
+8,700
+28% +$125K 0.17% 67
2025
Q1 		$477K Sell
30,854
-25,254
-45% -$384K 0.18% 57
2024
Q4 		$782K Buy
56,108
+27,054
+93% +$372K 0.31% 44
2024
Q3 		$367K Hold
29,054
– – 0.11% 82
2024
Q2 		$390K Sell
29,054
-4,500
-13% -$54.5K 0.15% 75
2024
Q1 		$380K Buy
33,554
+20,854
+164% +$224K 0.1% 111
2023
Q4 		$123K Buy
+12,700
New +$123K 0.03% 124

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return