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Financial Gravity Companies’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Gravity Companies’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
Q2 		$574 Buy
+38
New +$546 ﹤0.01% 849
2024
Q4 		$551 Hold
38
– – ﹤0.01% 858
2024
Q3 		$480 Buy
+38
New +$502 ﹤0.01% 591
2018
Q4 		$0 Buy
+43
New +$321 ﹤0.01% 1504
2018
Q1 		$1K Sell
67
-285
-81% -$2.55K ﹤0.01% 1248
2017
Q4 		$3K Buy
+352
New +$2.85K ﹤0.01% 865

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Financial Gravity Companies's SMFG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2025: 38 shares worth $574. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SMFG as recently as Q4 2024.

Financial Gravity Companies first reported a position in SMFG in Q4 2017 and has held it in 6 quarters since. The position peaked at $3K in Q4 2017. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Financial Gravity Companies held 38 shares of Sumitomo Mitsui Financial worth $574 as of Q2 2025.
  • Sumitomo Mitsui Financial was a new Financial Gravity Companies position in Q2 2025.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #849 holding.
  • Financial Gravity Companies first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Sumitomo Mitsui Financial position peaked at $3K in Q4 2017.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.