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Continuum Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Continuum Advisory’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
-220
Closed -$3.4K – 1383
2025
Q1 		$3.4K Sell
220
-51
-19% -$776 ﹤0.01% 1194
2024
Q4 		$3.93K Buy
271
+51
+23% +$701 ﹤0.01% 1199
2024
Q3 		$3.14K Hold
220
– – ﹤0.01% 1290
2024
Q2 		$2.95K Sell
220
-75
-25% -$908 ﹤0.01% 1201
2024
Q1 		$3.4K Buy
+295
New +$3.17K ﹤0.01% 1155

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

Continuum Advisory's SMFG Position: Q2 2025 in Review

Continuum Advisory sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 220 shares — an estimated $3.4K sold.

Continuum Advisory first reported a position in SMFG in Q1 2024 and held it in 5 quarters. The position peaked at $3.93K in Q4 2024. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Continuum Advisory reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 220 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $3.4K.
  • Continuum Advisory first reported a position in Sumitomo Mitsui Financial in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Sumitomo Mitsui Financial position peaked at $3.93K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.