CIBC Private Wealth Group
SMFG icon

CIBC Private Wealth Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$172K Buy
8,884
+6,140
+224% +$106K ﹤0.01% 1267
2025
Q3 		$45.9K Sell
2,744
-56
-2% -$897 ﹤0.01% 1835
2025
Q2 		$42.3K Buy
2,800
+242
+9% +$3.48K ﹤0.01% 1733
2025
Q1 		$31.3K Buy
2,558
+674
+36% +$10.3K ﹤0.01% 1811
2024
Q4 		$27.9K Buy
1,884
+312
+20% +$4.29K ﹤0.01% 1928
2024
Q3 		$19.9K Sell
1,572
-107
-6% -$1.41K ﹤0.01% 2162
2024
Q2 		$23.2K Sell
1,679
-402
-19% -$4.87K ﹤0.01% 1973
2024
Q1 		$23.8K Buy
+2,081
New +$22.3K ﹤0.01% 1982
2018
Q3 		– Sell
-364
Closed -$3K – 1605
2018
Q2 		$3K Buy
+364
New +$3.02K ﹤0.01% 1823

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

CIBC Private Wealth Group's SMFG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Sumitomo Mitsui Financial (SMFG) stake by 224% in Q4 2025, buying an estimated $106K and bringing the position to 8,884 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

CIBC Private Wealth Group first reported a position in SMFG in Q2 2018 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • CIBC Private Wealth Group held 8,884 shares of Sumitomo Mitsui Financial worth $172K as of Q4 2025.
  • CIBC Private Wealth Group bought 6,140 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $106K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1267 holding.
  • CIBC Private Wealth Group first reported a position in Sumitomo Mitsui Financial in Q2 2018 and has held it in 9 quarters since.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.