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Creekmur Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Creekmur Asset Management’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
Q3 		$382 Hold
23
– – ﹤0.01% 680
2025
Q2 		$340 Buy
+23
New +$331 ﹤0.01% 696
2025
Q1 		– Sell
-398
Closed -$5.77K – 960
2024
Q4 		$5.77K Hold
398
– – ﹤0.01% 479
2024
Q3 		$5.03K Hold
398
– – ﹤0.01% 535
2024
Q2 		$5.34K Buy
+398
New +$4.82K ﹤0.01% 577

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creekmur Asset Management's SMFG Position: Q3 2025 in Review

Creekmur Asset Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q3 2025 at 23 shares worth $382. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Creekmur Asset Management first reported a position in SMFG in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.77K in Q4 2024. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Creekmur Asset Management held 23 shares of Sumitomo Mitsui Financial worth $382 as of Q3 2025.
  • Creekmur Asset Management left its Sumitomo Mitsui Financial share count unchanged in Q3 2025.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #680 holding.
  • Creekmur Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 5 quarters since.
  • Creekmur Asset Management's Sumitomo Mitsui Financial position peaked at $5.77K in Q4 2024.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.