Cable Hill Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cable Hill Partners’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 Q1	$478K	Sell	33,694 -451	-1%	-$6.86K	0.05%	94
2024 Q4	$495K	Sell	34,145 -344	-1%	-$4.72K	0.05%	87
2024 Q3	$436K	Sell	34,489 -675	-2%	-$8.91K	0.04%	104
2024 Q2	$472K	Buy	35,164 +1,065	+3%	+$12.9K	0.05%	92
2024 Q1	$333K	Hold	34,099	–	–	0.04%	73
2023 Q4	$333K	Buy	34,099 +3,980	+13%	+$38.6K	0.04%	73
2023 Q3	$297K	Buy	+30,119	New	+$279K	0.04%	121
2018 Q3	–	Sell	-2,144	Closed	-$17K	–	858
2018 Q2	$17K	Hold	2,144	–	–	0.01%	367
2018 Q1	$18K	Hold	2,144	–	–	0.01%	373
2017 Q4	$19K	Sell	2,144 -1,108	-34%	-$8.98K	0.01%	422
2017 Q3	$25K	Buy	+3,252	New	+$24.8K	0.01%	364

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cable Hill Partners's SMFG Position: Q1 2025 in Review

Cable Hill Partners reduced its Sumitomo Mitsui Financial (SMFG) stake by 1.3% in Q1 2025, selling an estimated $6.86K and leaving 33,694 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #94.

Cable Hill Partners first reported a position in SMFG in Q3 2017 and has held it in 11 quarters since. The position peaked at $495K in Q4 2024. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

Cable Hill Partners held 33,694 shares of Sumitomo Mitsui Financial worth $478K as of Q1 2025.
Cable Hill Partners sold 451 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $6.86K.
Sumitomo Mitsui Financial made up 0.05% of Cable Hill Partners's portfolio in Q1 2025, its #94 holding.
Cable Hill Partners first reported a position in Sumitomo Mitsui Financial in Q3 2017 and has held it in 11 quarters since.
Cable Hill Partners's Sumitomo Mitsui Financial position peaked at $495K in Q4 2024.
359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Cable Hill Partners's 13F filing for Q1 2025, filed 2 May 2025.