BU
SMFG icon

BBVA USA’s Sumitomo Mitsui Financial SMFG Stock Holding History

BBVA USA’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
2021
Q3 		$1.19M Sell
170,044
-5,843
-3% -$40.7K 0.07% 237
2021
Q2 		$1.21M Buy
+175,887
New +$1.26M 0.07% 248

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BBVA USA's SMFG Position: Q3 2021 in Review

BBVA USA reduced its Sumitomo Mitsui Financial (SMFG) stake by 3.3% in Q3 2021, selling an estimated $40.7K and leaving 170,044 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #237.

BBVA USA first reported a position in SMFG in Q2 2021 and has held it in 2 quarters since. The position peaked at $1.21M in Q2 2021. 235 funds tracked by Wall St. Rank hold SMFG as of Q3 2021.

  • BBVA USA held 170,044 shares of Sumitomo Mitsui Financial worth $1.19M as of Q3 2021.
  • BBVA USA sold 5,843 Sumitomo Mitsui Financial shares in Q3 2021, an estimated $40.7K.
  • Sumitomo Mitsui Financial made up 0.07% of BBVA USA's portfolio in Q3 2021, its #237 holding.
  • BBVA USA first reported a position in Sumitomo Mitsui Financial in Q2 2021 and has held it in 2 quarters since.
  • BBVA USA's Sumitomo Mitsui Financial position peaked at $1.21M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.