BSW
SMFG icon

Buckingham Strategic Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		– Sell
-10,122
Closed -$119K – 838
2024
Q1 		$119K Sell
10,122
-281
-3% -$3.01K ﹤0.01% 728
2023
Q4 		$101K Buy
10,403
+53
+0.5% +$514 ﹤0.01% 700
2023
Q3 		$102K Buy
10,350
+152
+1% +$1.41K ﹤0.01% 663
2023
Q2 		$87.7K Buy
+10,198
New +$84.3K ﹤0.01% 671
2022
Q4 		– Sell
-19,424
Closed -$107K – 659
2022
Q3 		$107K Buy
19,424
+9,190
+90% +$55.4K ﹤0.01% 568
2022
Q2 		$60K Buy
+10,234
New +$61.8K ﹤0.01% 583
2016
Q4 		– Sell
-15,038
Closed -$102K – 238
2016
Q3 		$102K Buy
+15,038
New +$97.6K 0.03% 220
2016
Q1 		– Sell
-17,421
Closed -$132K – 250
2015
Q4 		$132K Buy
17,421
+2,625
+18% +$20.7K 0.04% 200
2015
Q3 		$113K Buy
+14,796
New +$124K 0.04% 202
2014
Q4 		– Sell
-11,827
Closed -$97K – 215
2014
Q3 		$97K Buy
+11,827
New +$97K 0.04% 177
2013
Q3 		– Sell
-11,513
Closed -$106K – 144
2013
Q2 		$106K Buy
+11,513
New +$103K 0.06% 125

Other funds holding SMFG

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 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
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
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buckingham Strategic Wealth's SMFG Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2024, closing a stake of 10,122 shares — an estimated $119K sold.

Buckingham Strategic Wealth first reported a position in SMFG in Q2 2013 and held it in 11 quarters. The position peaked at $132K in Q4 2015. 323 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,122 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $119K.
  • Buckingham Strategic Wealth first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 11 quarters.
  • Buckingham Strategic Wealth's Sumitomo Mitsui Financial position peaked at $132K in Q4 2015.
  • 323 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.