Credential Qtrade Securities’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 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

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 New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2024 after selling out during the quarter.
Credential Qtrade Securities sold 210 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2024, an estimated $2.03K.
Credential Qtrade Securities first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2018 and held it in 22 quarters.
Credential Qtrade Securities's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $251K in Q4 2022.
311 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 Q1 2024.

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