Envestnet Portfolio Solutions
SMFG icon

Envestnet Portfolio Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Envestnet Portfolio Solutions’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 		$237K Sell
12,010
-402
-3% -$8.45K ﹤0.01% 1208
2025
Q4 		$240K Buy
12,412
+121
+1% +$2.1K ﹤0.01% 1394
2025
Q3 		$206K Buy
12,291
+678
+6% +$10.9K ﹤0.01% 1416
2025
Q2 		$175K Sell
11,613
-6,983
-38% -$100K ﹤0.01% 1504
2025
Q1 		$287K Sell
18,596
-12,190
-40% -$185K ﹤0.01% 1310
2024
Q4 		$446K Buy
30,786
+8,018
+35% +$110K ﹤0.01% 1296
2024
Q3 		$288K Buy
22,768
+3,530
+18% +$46.6K ﹤0.01% 1474
2024
Q2 		$258K Sell
19,238
-2,157
-10% -$26.1K ﹤0.01% 1459
2024
Q1 		$252K Buy
21,395
+4,776
+29% +$51.2K ﹤0.01% 1447
2023
Q4 		$161K Sell
16,619
-5,997
-27% -$58.1K ﹤0.01% 1509
2023
Q3 		$223K Buy
+22,616
New +$209K ﹤0.01% 1387

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