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Capital A Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-1,712
Closed -$26.5K – 766
2025
Q1 		$26.5K Hold
1,712
– – 0.03% 203
2024
Q4 		$24.8K Buy
+1,712
New +$23.5K 0.04% 211

Other funds holding SMFG

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital A Wealth Management's SMFG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 1,712 shares — an estimated $26.5K sold.

Capital A Wealth Management first reported a position in SMFG in Q4 2024 and held it in 2 quarters. The position peaked at $26.5K in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,712 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $26.5K.
  • Capital A Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Sumitomo Mitsui Financial position peaked at $26.5K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.