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Credential Qtrade Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Credential Qtrade 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
-210
Closed -$2.03K – 397
2023
Q4 		$2.03K Sell
210
-17,747
-99% -$172K ﹤0.01% 348
2023
Q3 		$177K Sell
17,957
-1,111
-6% -$10.3K 0.01% 219
2023
Q2 		$164K Sell
19,068
-730
-4% -$6.03K 0.01% 228
2023
Q1 		$158K Sell
19,798
-11,462
-37% -$97K 0.01% 235
2022
Q4 		$251K Sell
31,260
-2,105
-6% -$13.4K 0.02% 225
2022
Q3 		$184K Sell
33,365
-3,964
-11% -$23.9K 0.01% 218
2022
Q2 		$220K Buy
37,329
+1,801
+5% +$10.9K 0.02% 221
2022
Q1 		$223K Buy
35,528
+1,702
+5% +$12.1K 0.01% 238
2021
Q4 		$230K Buy
33,826
+4,066
+14% +$27.5K 0.02% 238
2021
Q3 		$209K Buy
29,760
+2,936
+11% +$20.4K 0.02% 237
2021
Q2 		$185K Buy
26,824
+7,170
+36% +$51.4K 0.01% 244
2021
Q1 		$142K Buy
19,654
+5,487
+39% +$38.2K 0.01% 234
2020
Q4 		$87.4K Buy
14,167
+1,010
+8% +$5.93K 0.01% 228
2020
Q3 		$73.5K Buy
13,157
+101
+0.8% +$579 0.01% 223
2020
Q2 		$73.4K Buy
13,056
+3,970
+44% +$21.4K 0.01% 211
2020
Q1 		$43.5K Buy
9,086
+4,901
+117% +$31.6K 0.01% 209
2019
Q4 		$31K Buy
4,185
+938
+29% +$6.75K ﹤0.01% 231
2019
Q3 		$22.2K Buy
3,247
+585
+22% +$4K ﹤0.01% 229
2019
Q2 		$18.8K Buy
2,662
+392
+17% +$2.77K ﹤0.01% 230
2019
Q1 		$16K Buy
2,270
+522
+30% +$3.73K ﹤0.01% 236
2018
Q4 		$11.4K Sell
1,748
-548
-24% -$4.09K ﹤0.01% 248
2018
Q3 		$18.4K Buy
+2,296
New +$18.1K ﹤0.01% 263

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

Credential Qtrade Securities's SMFG Position: Q1 2024 in Review

Credential Qtrade Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 210 shares — an estimated $2.03K sold.

Credential Qtrade Securities first reported a position in SMFG in Q3 2018 and held it in 22 quarters. The position peaked at $251K in Q4 2022. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • Credential Qtrade Securities reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • Credential Qtrade Securities sold 210 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $2.03K.
  • Credential Qtrade Securities first reported a position in Sumitomo Mitsui Financial in Q3 2018 and held it in 22 quarters.
  • Credential Qtrade Securities's Sumitomo Mitsui Financial position peaked at $251K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.