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Binnacle Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Binnacle Investments’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
Q3 		$13.5K Buy
807
+351
+77% +$5.62K 0.01% 370
2025
Q2 		$6.89K Buy
456
+248
+119% +$3.57K ﹤0.01% 423
2025
Q1 		$3.22K Buy
+208
New +$3.16K ﹤0.01% 469

Other funds holding SMFG

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Binnacle Investments's SMFG Position: Q3 2025 in Review

Binnacle Investments increased its Sumitomo Mitsui Financial (SMFG) stake by 77% in Q3 2025, buying an estimated $5.62K and bringing the position to 807 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #370.

Binnacle Investments first reported a position in SMFG in Q1 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Binnacle Investments held 807 shares of Sumitomo Mitsui Financial worth $13.5K as of Q3 2025.
  • Binnacle Investments bought 351 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $5.62K.
  • Sumitomo Mitsui Financial made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #370 holding.
  • Binnacle Investments first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.