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 $1.66T 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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return