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Clarius Group LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Clarius Group 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
2025
Q4 		$241K Hold
12,484
– – 0.01% 338
2025
Q3 		$209K Hold
12,484
– – 0.01% 375
2025
Q2 		$189K Buy
12,484
+2,393
+24% +$34.4K 0.01% 460
2025
Q1 		$156K Sell
10,091
-173
-2% -$2.63K 0.01% 467
2024
Q4 		$149K Sell
10,264
-1,381
-12% -$19K 0.01% 440
2024
Q3 		$147K Sell
11,645
-2,167
-16% -$28.6K 0.01% 442
2024
Q2 		$185K Sell
13,812
-6,470
-32% -$78.4K 0.01% 426
2024
Q1 		$239K Buy
20,282
+1,996
+11% +$21.4K 0.02% 407
2023
Q4 		$177K Buy
18,286
+5,874
+47% +$56.9K 0.01% 462
2023
Q3 		$122K Buy
+12,412
New +$115K 0.01% 446
2023
Q2 		– Sell
-16,577
Closed -$133K – 515
2023
Q1 		$133K Buy
16,577
+2,512
+18% +$21.3K 0.01% 492
2022
Q4 		$113K Sell
14,065
-12,999
-48% -$82.8K 0.01% 496
2022
Q3 		$149K Sell
27,064
-6,610
-20% -$39.9K 0.01% 467
2022
Q2 		$199K Buy
33,674
+4,266
+15% +$25.8K 0.02% 445
2022
Q1 		$200K Hold
29,408
– – 0.02% 473
2021
Q4 		$200K Buy
29,408
+10,954
+59% +$74.2K 0.02% 473
2021
Q3 		$129K Buy
18,454
+6,188
+50% +$43.1K 0.01% 421
2021
Q2 		$85K Buy
12,266
+1,001
+9% +$7.18K 0.01% 418
2021
Q1 		$82K Buy
+11,265
New +$78.5K 0.01% 383
2020
Q2 		– Sell
-18,255
Closed -$87K – 295
2020
Q1 		$87K Buy
18,255
+1,557
+9% +$10K 0.02% 248
2019
Q4 		$120K Sell
16,698
-620
-4% -$4.46K 0.02% 289
2019
Q3 		$118K Buy
17,318
+123
+0.7% +$840 0.02% 273
2019
Q2 		$121K Buy
+17,195
New +$122K 0.02% 259
2018
Q4 		– Sell
-13,019
Closed -$105K – 138
2018
Q3 		$105K Hold
13,019
– – 0.04% 119
2018
Q2 		$101K Buy
+13,019
New +$108K 0.04% 87

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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarius Group LLC's SMFG Position: Q4 2025 in Review

Clarius Group LLC held its Sumitomo Mitsui Financial (SMFG) position steady in Q4 2025 at 12,484 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #338.

Clarius Group LLC first reported a position in SMFG in Q2 2018 and has held it in 25 quarters since. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Clarius Group LLC held 12,484 shares of Sumitomo Mitsui Financial worth $241K as of Q4 2025.
  • Clarius Group LLC left its Sumitomo Mitsui Financial share count unchanged in Q4 2025.
  • Sumitomo Mitsui Financial made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #338 holding.
  • Clarius Group LLC first reported a position in Sumitomo Mitsui Financial in Q2 2018 and has held it in 25 quarters since.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.