FFO
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Fiduciary Family Office’s Sumitomo Mitsui Financial SMFG Stock Holding History

Fiduciary Family Office’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
2024
Q1 		– Sell
-23,322
Closed -$226K – 233
2023
Q4 		$226K Buy
+23,322
New +$226K 0.1% 200

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Family Office's SMFG Position: Q1 2024 in Review

Fiduciary Family Office sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 23,322 shares — an estimated $226K sold.

Fiduciary Family Office first reported a position in SMFG in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 310 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • Fiduciary Family Office reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • Fiduciary Family Office sold 23,322 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $226K.
  • Fiduciary Family Office first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 1 quarter.
  • Fiduciary Family Office's Sumitomo Mitsui Financial position peaked at $226K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Fiduciary Family Office's 13F filing for Q1 2024, filed 7 May 2024.