Column Capital Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Column Capital 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
2023 Q3	$21.6K	Buy	2,192 +598	+38%	+$5.53K	﹤0.01%	422
2023 Q2	$13.7K	Hold	1,594	–	–	﹤0.01%	482
2023 Q1	$12.8K	Sell	1,594 -884	-36%	-$7.48K	﹤0.01%	509
2022 Q4	$19.9K	Hold	2,478	–	–	﹤0.01%	420
2022 Q3	$14K	Hold	2,478	–	–	﹤0.01%	426
2022 Q2	$15K	Hold	2,478	–	–	﹤0.01%	424
2022 Q1	$16K	Hold	2,478	–	–	﹤0.01%	433
2021 Q4	$17K	Hold	2,478	–	–	﹤0.01%	441
2021 Q3	$17K	Hold	2,478	–	–	﹤0.01%	405
2021 Q2	$17K	Sell	2,478 -104	-4%	-$746	﹤0.01%	406
2021 Q1	$19K	Hold	2,582	–	–	﹤0.01%	382
2020 Q4	$16K	Hold	2,582	–	–	﹤0.01%	405
2020 Q3	$14K	Hold	2,582	–	–	﹤0.01%	400
2020 Q2	$14K	Sell	2,582 -1,015	-28%	-$5.48K	﹤0.01%	428
2020 Q1	$17K	Buy	3,597 +1,119	+45%	+$7.21K	0.01%	333
2019 Q4	$18K	Buy	+2,478	New	+$17.8K	0.01%	381

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Column Capital Advisors's SMFG Position: Q3 2023 in Review

Column Capital Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 38% in Q3 2023, buying an estimated $5.53K and bringing the position to 2,192 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Column Capital Advisors first reported a position in SMFG in Q4 2019 and has held it in 16 quarters since. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

Column Capital Advisors held 2,192 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $21.6K as of Q3 2023.
Column Capital Advisors bought 598 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2023, an estimated $5.53K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #422 holding.
Column Capital Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2019 and has held it in 16 quarters since.
272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.