Capital Fund Management (CFM)
SMFG icon

Capital Fund Management (CFM)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital Fund Management (CFM)’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
Q4 		– Sell
-62,898
Closed -$1.05M – 2902
2025
Q3 		$1.05M Buy
+62,898
New +$1.01M 0.01% 2086
2024
Q2 		– Sell
-202,410
Closed -$2.38M – 2413
2024
Q1 		$2.38M Buy
202,410
+314
+0.2% +$3.37K 0.03% 1366
2023
Q4 		$1.96M Buy
202,096
+51,986
+35% +$504K 0.02% 1546
2023
Q3 		$1.48M Buy
+150,110
New +$1.39M 0.02% 1500
2019
Q3 		– Sell
-17,100
Closed -$121K – 1993
2019
Q2 		$121K Buy
+17,100
New +$121K ﹤0.01% 1551
2018
Q3 		– Sell
-17,700
Closed -$138K – 2383
2018
Q2 		$138K Buy
+17,700
New +$147K ﹤0.01% 1921
2017
Q2 		– Sell
-10,530
Closed -$76K – 1800
2017
Q1 		$76K Sell
10,530
-39,332
-79% -$305K ﹤0.01% 1415
2016
Q4 		$381K Buy
+49,862
New +$362K 0.01% 1357

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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return