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Baron Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Baron 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
Q2 		– Sell
-10,295
Closed -$159K – 266
2025
Q1 		$159K Buy
+10,295
New +$157K 0.07% 198

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Baron Wealth Management's SMFG Position: Q2 2025 in Review

Baron Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 10,295 shares — an estimated $159K sold.

Baron Wealth Management first reported a position in SMFG in Q1 2025 and held it in 1 quarter. The position peaked at $159K in Q1 2025. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Baron Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Baron Wealth Management sold 10,295 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $159K.
  • Baron Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2025 and held it in 1 quarter.
  • Baron Wealth Management's Sumitomo Mitsui Financial position peaked at $159K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Baron Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.