Cetera Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Cetera 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
2024 Q1	$235K	Buy	+19,975	New	+$214K	﹤0.01%	2115
2023 Q2	–	Sell	-17,955	Closed	-$144K	–	1753
2023 Q1	$144K	Buy	+17,955	New	+$152K	﹤0.01%	1527

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Advisors's SMFG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2024: 19,975 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #2115 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SMFG as recently as Q1 2023.

Cetera Advisors first reported a position in SMFG in Q1 2023 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

Cetera Advisors held 19,975 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $235K as of Q1 2024.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Cetera Advisors position in Q1 2024.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2115 holding.
Cetera Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2023 and has held it in 2 quarters since.
311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.