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Coppell Advisory Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-57
Closed -$829 – 1608
2024
Q4 		$829 Hold
57
– – ﹤0.01% 1695
2024
Q3 		$694 Hold
57
– – ﹤0.01% 1623
2024
Q2 		$764 Buy
+57
New +$690 ﹤0.01% 1534
2023
Q4 		$552 Buy
+57
New +$553 ﹤0.01% 1503
2023
Q3 		– Sell
-57
Closed -$492 – 1501
2023
Q2 		$492 Buy
+57
New +$471 ﹤0.01% 1232

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's SMFG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 57 shares — an estimated $829 sold.

Coppell Advisory Solutions first reported a position in SMFG in Q2 2023 and held it in 5 quarters. The position peaked at $829 in Q4 2024. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 57 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $829.
  • Coppell Advisory Solutions first reported a position in Sumitomo Mitsui Financial in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Sumitomo Mitsui Financial position peaked at $829 in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.