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Centiva Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Centiva 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
2024
Q4 		– Sell
-10,593
Closed -$134K – 2322
2024
Q3 		$134K Sell
10,593
-3,723
-26% -$49.2K ﹤0.01% 1927
2024
Q2 		$192K Buy
14,316
+2,246
+19% +$27.2K ﹤0.01% 1702
2024
Q1 		$142K Buy
+12,070
New +$129K ﹤0.01% 1553
2023
Q4 		– Sell
-13,174
Closed -$130K – 2204
2023
Q3 		$130K Buy
+13,174
New +$122K ﹤0.01% 1473
2023
Q2 		– Sell
-11,659
Closed -$93.3K – 1965
2023
Q1 		$93.3K Buy
+11,659
New +$98.7K ﹤0.01% 1351

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

Centiva Capital's SMFG Position: Q4 2024 in Review

Centiva Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 10,593 shares — an estimated $134K sold.

Centiva Capital first reported a position in SMFG in Q1 2023 and held it in 5 quarters. The position peaked at $192K in Q2 2024. 348 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • Centiva Capital reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
  • Centiva Capital sold 10,593 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $134K.
  • Centiva Capital first reported a position in Sumitomo Mitsui Financial in Q1 2023 and held it in 5 quarters.
  • Centiva Capital's Sumitomo Mitsui Financial position peaked at $192K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Centiva Capital's 13F filing for Q4 2024, filed 14 Feb 2025.