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Credential Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Credential 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
2018
Q2 		$4.26K Hold
548
– – ﹤0.01% 228
2018
Q1 		$4.65K Buy
+548
New +$4.9K ﹤0.01% 254

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credential Securities's SMFG Position: Q2 2018 in Review

Credential Securities held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2018 at 548 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Credential Securities first reported a position in SMFG in Q1 2018 and has held it in 2 quarters since. The position peaked at $4.65K in Q1 2018. 232 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

  • Credential Securities held 548 shares of Sumitomo Mitsui Financial worth $4.26K as of Q2 2018.
  • Credential Securities left its Sumitomo Mitsui Financial share count unchanged in Q2 2018.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Credential Securities's portfolio in Q2 2018, its #228 holding.
  • Credential Securities first reported a position in Sumitomo Mitsui Financial in Q1 2018 and has held it in 2 quarters since.
  • Credential Securities's Sumitomo Mitsui Financial position peaked at $4.65K in Q1 2018.
  • 232 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.