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Benson Investment Management Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Benson Investment Management Company’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
-355,750
Closed -$5.5M – 60
2025
Q1 		$5.5M Sell
355,750
-54,525
-13% -$829K 2.39% 14
2024
Q4 		$5.94M Buy
410,275
+20
+0% +$275 2.47% 12
2024
Q3 		$5.18M Buy
+410,255
New +$5.42M 2.05% 31

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Goldman Sachs
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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

Benson Investment Management Company's SMFG Position: Q2 2025 in Review

Benson Investment Management Company sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 355,750 shares — an estimated $5.5M sold.

Benson Investment Management Company first reported a position in SMFG in Q3 2024 and held it in 3 quarters. The position peaked at $5.94M in Q4 2024. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Benson Investment Management Company reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Benson Investment Management Company sold 355,750 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $5.5M.
  • Benson Investment Management Company first reported a position in Sumitomo Mitsui Financial in Q3 2024 and held it in 3 quarters.
  • Benson Investment Management Company's Sumitomo Mitsui Financial position peaked at $5.94M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Benson Investment Management Company's 13F filing for Q2 2025, filed 24 Jul 2025.