CFGS
SMFG icon

Concourse Financial Group Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Concourse Financial Group Securities’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
2024
Q1 		– Sell
-169
Closed -$1.81K – 2357
2023
Q4 		$1.64K Sell
169
-227
-57% -$2.2K ﹤0.01% 2049
2023
Q3 		$3.9K Sell
396
-31
-7% -$287 ﹤0.01% 1880
2023
Q2 		$3.67K Buy
427
+95
+29% +$785 ﹤0.01% 1904
2023
Q1 		$2.66K Hold
332
– – ﹤0.01% 2005
2022
Q4 		$2.66K Sell
332
-29
-8% -$185 ﹤0.01% 1990
2022
Q3 		$2K Buy
+361
New +$2.18K ﹤0.01% 1824
2021
Q4 		– Sell
-423
Closed -$2.87K – 2468
2021
Q3 		$3K Buy
+423
New +$2.94K ﹤0.01% 2195
2020
Q2 		– Sell
-2,278
Closed -$12.3K – 2240
2020
Q1 		$11K Buy
2,278
+2,088
+1,099% +$13.4K ﹤0.01% 1435
2019
Q4 		$1K Buy
+190
New +$1.37K ﹤0.01% 2008
2019
Q3 		– Sell
-3,887
Closed -$26.6K – 2106
2019
Q2 		$27K Sell
3,887
-270
-6% -$1.91K ﹤0.01% 1134
2019
Q1 		$29K Sell
4,157
-1,565
-27% -$11.2K ﹤0.01% 1103
2018
Q4 		$37K Buy
5,722
+404
+8% +$3.02K ﹤0.01% 917
2018
Q3 		$43K Buy
+5,318
New +$42K 0.01% 625

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concourse Financial Group Securities's SMFG Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 169 shares — an estimated $1.81K sold.

Concourse Financial Group Securities first reported a position in SMFG in Q3 2018 and held it in 13 quarters. The position peaked at $43K in Q3 2018. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 169 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $1.81K.
  • Concourse Financial Group Securities first reported a position in Sumitomo Mitsui Financial in Q3 2018 and held it in 13 quarters.
  • Concourse Financial Group Securities's Sumitomo Mitsui Financial position peaked at $43K in Q3 2018.
  • 311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.