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Choreo LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Choreo LLC’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 		$1.52M Buy
77,110
+6,455
+9% +$136K 0.02% 478
2025
Q4 		$1.37M Buy
70,655
+10,558
+18% +$183K 0.02% 484
2025
Q3 		$1.01M Buy
60,097
+6,282
+12% +$101K 0.01% 599
2025
Q2 		$813K Buy
53,815
+2,374
+5% +$34.1K 0.01% 662
2025
Q1 		$795K Sell
51,441
-4,565
-8% -$69.4K 0.01% 638
2024
Q4 		$815K Buy
56,006
+2,539
+5% +$34.9K 0.01% 659
2024
Q3 		$679K Buy
53,467
+10,751
+25% +$142K 0.01% 754
2024
Q2 		$574K Buy
+42,716
New +$517K 0.01% 755

Other funds holding SMFG

Morgan Stanley
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return