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CTC
Central Trust Company’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Central Trust Company’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
$1.44K
Sell
73
-10
-12%
-$210
﹤0.01%
1389
2025
Q4
$1.61K
Buy
83
+10
+14%
+$173
﹤0.01%
1344
2025
Q3
$1.22K
Buy
+73
New
+$1.17K
﹤0.01%
1317
2025
Q2
–
Sell
-86
Closed
-$1.33K
–
1483
2025
Q1
$1.33K
Hold
86
–
–
﹤0.01%
1355
2024
Q4
$1.25K
Hold
86
–
–
﹤0.01%
1363
2024
Q3
$1.09K
Buy
+86
New
+$1.14K
﹤0.01%
1310
2022
Q4
–
Sell
-155
Closed
-$1K
–
1324
2022
Q3
$1K
Buy
+155
New
+$935
﹤0.01%
1276
2017
Q3
–
Sell
-409
Closed
-$3K
–
1349
2017
Q2
$3K
Buy
+409
New
+$3.04K
﹤0.01%
1134
2014
Q4
–
Sell
-4,642
Closed
-$38K
–
1225
2014
Q3
$38K
Sell
4,642
-5
-0.1%
-$41
﹤0.01%
714
2014
Q2
$39K
Sell
4,647
-2,106
-31%
-$17.3K
﹤0.01%
722
2014
Q1
$58K
Buy
6,753
+2,558
+61%
+$23.9K
﹤0.01%
638
2013
Q4
$44K
Hold
4,195
–
–
﹤0.01%
699
2013
Q3
$41K
Buy
4,195
+777
+23%
+$7.38K
﹤0.01%
696
2013
Q2
$32K
Buy
+3,418
New
+$30.5K
﹤0.01%
704
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
CCMG
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$16.2B AUM
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1-Year Est. Return
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$295B AUM
31.6%
1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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