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Claro Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Claro Advisors’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
Q2 		– Sell
-17,536
Closed -$271K – 494
2025
Q1 		$271K Buy
17,536
+1,079
+7% +$16.4K 0.04% 411
2024
Q4 		$238K Sell
16,457
-317
-2% -$4.35K 0.03% 416
2024
Q3 		$212K Sell
16,774
-91
-0.5% -$1.2K 0.03% 471
2024
Q2 		$226K Buy
16,865
+153
+0.9% +$1.85K 0.04% 381
2024
Q1 		$197K Buy
16,712
+943
+6% +$10.1K 0.03% 406
2023
Q4 		$153K Buy
+15,769
New +$153K 0.03% 379

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claro Advisors's SMFG Position: Q2 2025 in Review

Claro Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 17,536 shares — an estimated $271K sold.

Claro Advisors first reported a position in SMFG in Q4 2023 and held it in 6 quarters. The position peaked at $271K in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Claro Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 17,536 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $271K.
  • Claro Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 6 quarters.
  • Claro Advisors's Sumitomo Mitsui Financial position peaked at $271K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.