DWA
SMFG icon

Dorsey Wright & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dorsey Wright & Associates’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
2026
Q1 		$2.53M Buy
128,228
+36,069
+39% +$758K 0.31% 79
2025
Q4 		$1.78M Buy
92,159
+3,969
+5% +$68.8K 0.39% 80
2025
Q3 		$1.48M Sell
88,190
-9,119
-9% -$146K 0.33% 87
2025
Q2 		$1.47M Sell
97,309
-62,053
-39% -$892K 0.35% 92
2025
Q1 		$2.46M Sell
159,362
-18,883
-11% -$287K 0.63% 72
2024
Q4 		$2.58M Sell
178,245
-51,313
-22% -$705K 0.62% 68
2024
Q3 		$2.9M Buy
229,558
+24,108
+12% +$318K 0.69% 68
2024
Q2 		$2.76M Sell
205,450
-2,945
-1% -$35.7K 0.72% 63
2024
Q1 		$2.45M Sell
208,395
-5,304
-2% -$56.9K 0.64% 76
2023
Q4 		$2.07M Buy
+213,699
New +$2.07M 0.63% 77

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return