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CIBC Asset Management’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
CIBC Asset Management’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
$2.32M
Sell
121,298
-32,585
-21%
-$685K
0.01%
625
2025
Q4
$2.91M
Buy
153,883
+66,651
+76%
+$1.16M
0.01%
578
2025
Q3
$1.46M
Sell
87,232
-32,411
-27%
-$519K
﹤0.01%
624
2025
Q2
$1.76M
Buy
119,643
+1,383
+1%
+$19.9K
0.01%
589
2025
Q1
$1.78M
Sell
118,260
-38,965
-25%
-$593K
0.01%
592
2024
Q4
$2.23M
Sell
157,225
-328,117
-68%
-$4.51M
0.01%
562
2024
Q3
$6.05M
Sell
485,342
-127,123
-21%
-$1.68M
0.02%
368
2024
Q2
$8.21M
Sell
612,465
-26,758
-4%
-$324K
0.03%
299
2024
Q1
$7.52M
Sell
639,223
-19,978
-3%
-$214K
0.03%
321
2023
Q4
$6.38M
Sell
659,201
-47,659
-7%
-$462K
0.02%
332
2023
Q3
$6.96M
Sell
706,860
-21,625
-3%
-$200K
0.03%
295
2023
Q2
$6.26M
Sell
728,485
-7,184
-1%
-$59.4K
0.02%
326
2023
Q1
$5.89M
Buy
735,669
+11,059
+2%
+$93.6K
0.02%
339
2022
Q4
$5.81M
Buy
+724,610
New
+$4.61M
0.02%
324
Other funds holding SMFG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$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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