BWM
SMFG icon

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

BKM 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
2024
Q3 		– Sell
-64,369
Closed -$863K – 166
2024
Q2 		$863K Buy
64,369
+11,359
+21% +$138K 0.42% 74
2024
Q1 		$624K Buy
53,010
+15,014
+40% +$161K 0.27% 90
2023
Q4 		$368K Buy
+37,996
New +$368K 0.16% 113

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKM Wealth Management's SMFG Position: Q3 2024 in Review

BKM Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 64,369 shares — an estimated $863K sold.

BKM Wealth Management first reported a position in SMFG in Q4 2023 and held it in 3 quarters. The position peaked at $863K in Q2 2024. 332 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • BKM Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • BKM Wealth Management sold 64,369 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $863K.
  • BKM Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 3 quarters.
  • BKM Wealth Management's Sumitomo Mitsui Financial position peaked at $863K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on BKM Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.