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BOK Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

BOK Financial’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
Q1 		– Sell
-1,469
Closed -$14.2K – 1317
2023
Q4 		$14.2K Hold
1,469
– – ﹤0.01% 907
2023
Q3 		$14.2K Buy
+1,469
New +$13.6K ﹤0.01% 875
2023
Q2 		– Sell
-701
Closed -$5.61K – 1169
2023
Q1 		$5.61K Sell
701
-23,111
-97% -$196K ﹤0.01% 1039
2022
Q4 		$191K Sell
23,812
-8,646
-27% -$55.1K ﹤0.01% 862
2022
Q3 		$178K Buy
32,458
+3,200
+11% +$19.3K ﹤0.01% 854
2022
Q2 		$173K Sell
29,258
-12,495
-30% -$75.5K ﹤0.01% 870
2022
Q1 		$262K Buy
41,753
+5,301
+15% +$37.8K ﹤0.01% 862
2021
Q4 		$247K Sell
36,452
-1,681
-4% -$11.4K ﹤0.01% 886
2021
Q3 		$267K Buy
+38,133
New +$265K ﹤0.01% 844
2021
Q1 		$218K Buy
30,183
+1,544
+5% +$10.8K ﹤0.01% 858
2020
Q4 		$177K Buy
28,639
+8,573
+43% +$50.3K ﹤0.01% 879
2020
Q3 		$113K Buy
20,066
+77
+0.4% +$441 ﹤0.01% 835
2020
Q2 		$112K Buy
19,989
+5,604
+39% +$30.3K ﹤0.01% 828
2020
Q1 		$69K Sell
14,385
-2,690
-16% -$17.3K ﹤0.01% 808
2019
Q4 		$127K Buy
17,075
+190
+1% +$1.37K ﹤0.01% 908
2019
Q3 		$115K Sell
16,885
-468
-3% -$3.2K ﹤0.01% 883
2019
Q2 		$123K Sell
17,353
-5,099
-23% -$36.1K ﹤0.01% 884
2019
Q1 		$157K Buy
22,452
+564
+3% +$4.03K ﹤0.01% 878
2018
Q4 		$142K Buy
21,888
+4,089
+23% +$30.5K ﹤0.01% 845
2018
Q3 		$142K Sell
17,799
-764
-4% -$6.04K ﹤0.01% 891
2018
Q2 		$144K Buy
18,563
+1,555
+9% +$12.9K ﹤0.01% 888
2018
Q1 		$144K Buy
17,008
+2,439
+17% +$21.8K ﹤0.01% 876
2017
Q4 		$127K Buy
+14,569
New +$118K ﹤0.01% 891

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOK Financial's SMFG Position: Q1 2024 in Review

BOK Financial sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 1,469 shares — an estimated $14.2K sold.

BOK Financial first reported a position in SMFG in Q4 2017 and held it in 23 quarters. The position peaked at $267K in Q3 2021. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • BOK Financial reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • BOK Financial sold 1,469 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $14.2K.
  • BOK Financial first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 23 quarters.
  • BOK Financial's Sumitomo Mitsui Financial position peaked at $267K in Q3 2021.
  • 311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.