Cambridge Investment Research Advisors
SMFG icon

Cambridge Investment Research Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		$240K Sell
12,166
-205
-2% -$4.31K ﹤0.01% 3496
2025
Q4 		$239K Buy
+12,371
New +$214K ﹤0.01% 3419
2020
Q2 		– Sell
-13,606
Closed -$65K – 2509
2020
Q1 		$65K Sell
13,606
-50
-0.4% -$322 ﹤0.01% 2165
2019
Q4 		$101K Buy
+13,656
New +$98.3K ﹤0.01% 2310
2019
Q3 		– Sell
-10,877
Closed -$77K – 2404
2019
Q2 		$77K Buy
+10,877
New +$77K ﹤0.01% 2123
2019
Q1 		– Sell
-10,474
Closed -$68K – 2349
2018
Q4 		$68K Sell
10,474
-1,492
-12% -$11.1K ﹤0.01% 2064
2018
Q3 		$96K Buy
11,966
+55
+0.5% +$435 ﹤0.01% 2153
2018
Q2 		$93K Buy
11,911
+570
+5% +$4.74K ﹤0.01% 2114
2018
Q1 		$96K Buy
11,341
+527
+5% +$4.71K ﹤0.01% 2057
2017
Q4 		$94K Buy
+10,814
New +$87.6K ﹤0.01% 2033

Other funds holding SMFG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return