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DFPG Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

DFPG Investments’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
2023
Q4 		$463K Buy
+48,206
New +$467K 0.04% 424

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DFPG Investments's SMFG Position: Q4 2023 in Review

DFPG Investments opened a new position in Sumitomo Mitsui Financial (SMFG) in Q4 2023: 48,206 shares worth $463K. The stake represents 0.04% of the portfolio and ranks #424 among its holdings.

306 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • DFPG Investments held 48,206 shares of Sumitomo Mitsui Financial worth $463K as of Q4 2023.
  • Sumitomo Mitsui Financial was a new DFPG Investments position in Q4 2023.
  • Sumitomo Mitsui Financial made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #424 holding.
  • 306 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.