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Callan Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Callan Capital’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 		$718K Hold
46,429
– – 0.05% 158
2024
Q4 		$673K Sell
46,429
-4,602
-9% -$63.2K 0.05% 140
2024
Q3 		$645K Buy
51,031
+14,885
+41% +$197K 0.05% 148
2024
Q2 		$485K Buy
36,146
+7,264
+25% +$88K 0.04% 166
2024
Q1 		$340K Buy
28,882
+14,642
+103% +$157K 0.03% 188
2023
Q4 		$138K Buy
+14,240
New +$138K 0.01% 221

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Callan Capital's SMFG Position: Q1 2025 in Review

Callan Capital held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2025 at 46,429 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #158.

Callan Capital first reported a position in SMFG in Q4 2023 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Callan Capital held 46,429 shares of Sumitomo Mitsui Financial worth $718K as of Q1 2025.
  • Callan Capital left its Sumitomo Mitsui Financial share count unchanged in Q1 2025.
  • Sumitomo Mitsui Financial made up 0.05% of Callan Capital's portfolio in Q1 2025, its #158 holding.
  • Callan Capital first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 6 quarters since.
  • 359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.