First Horizon Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
7,727
+4,929
| +176% | +$70.9K | ﹤0.01% | 666 |
|
|
2025
Q1 | $43.3K | Buy |
2,798
+395
| +16% | +$6.01K | ﹤0.01% | 996 |
|
|
2024
Q4 | $34.8K | Buy |
2,403
+41
| +2% | +$563 | ﹤0.01% | 1109 |
|
|
2024
Q3 | $29.8K | Buy |
2,362
+3
| +0.1% | +$40 | ﹤0.01% | 1210 |
|
|
2024
Q2 | $31.6K | Sell |
2,359
-119
| -5% | -$1.44K | ﹤0.01% | 1115 |
|
|
2024
Q1 | $29.2K | Buy |
2,478
+243
| +11% | +$2.61K | ﹤0.01% | 1200 |
|
|
2023
Q4 | $21.6K | Buy |
2,235
+34
| +2% | +$330 | ﹤0.01% | 1311 |
|
|
2023
Q3 | $21.7K | Sell |
2,201
-924
| -30% | -$8.55K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $26.9K | Buy |
3,125
+693
| +28% | +$5.72K | ﹤0.01% | 1155 |
|
|
2023
Q1 | $19.5K | Buy |
2,432
+1,211
| +99% | +$10.2K | ﹤0.01% | 1278 |
|
|
2022
Q4 | $9.79K | Buy |
1,221
+142
| +13% | +$904 | ﹤0.01% | 1570 |
|
|
2022
Q3 | $5K | Buy |
1,079
+2
| +0.2% | +$12 | ﹤0.01% | 1785 |
|
|
2022
Q2 | $6K | Buy |
1,077
+810
| +303% | +$4.89K | ﹤0.01% | 1786 |
|
|
2022
Q1 | $2K | Sell |
267
-1,005
| -79% | -$7.16K | ﹤0.01% | 1479 |
|
|
2021
Q4 | $8K | Sell |
1,272
-284
| -18% | -$1.92K | ﹤0.01% | 1617 |
|
|
2021
Q3 | $10K | Sell |
1,556
-1,005
| -39% | -$6.99K | ﹤0.01% | 1543 |
|
|
2021
Q2 | $17K | Buy |
2,561
+2,076
| +428% | +$14.9K | ﹤0.01% | 1173 |
|
|
2021
Q1 | $3K | Buy |
485
+286
| +144% | +$1.99K | ﹤0.01% | 1588 |
|
|
2020
Q4 | $1K | Buy |
+199
| New | +$1.17K | ﹤0.01% | 1408 |
|
|
2020
Q3 | – | Sell |
-630
| Closed | -$3K | – | 1526 |
|
|
2020
Q2 | $3K | Sell |
630
-469
| -43% | -$2.53K | ﹤0.01% | 1263 |
|
|
2020
Q1 | $5K | Sell |
1,099
-1,473
| -57% | -$9.49K | ﹤0.01% | 1118 |
|
|
2019
Q4 | $18K | Hold |
2,572
| – | – | ﹤0.01% | 904 |
|
|
2019
Q3 | $17K | Buy |
2,572
+69
| +3% | +$471 | ﹤0.01% | 910 |
|
|
2019
Q2 | $17K | Sell |
2,503
-199
| -7% | -$1.41K | ﹤0.01% | 923 |
|
|
2019
Q1 | $18K | Buy |
2,702
+762
| +39% | +$5.45K | ﹤0.01% | 876 |
|
|
2018
Q4 | $12K | Buy |
1,940
+47
| +2% | +$351 | ﹤0.01% | 969 |
|
|
2018
Q3 | $15K | Buy |
1,893
+689
| +57% | +$5.45K | ﹤0.01% | 976 |
|
|
2018
Q2 | $8K | Sell |
1,204
-496
| -29% | -$4.12K | ﹤0.01% | 1197 |
|
|
2018
Q1 | $14K | Buy |
+1,700
| New | +$15.2K | ﹤0.01% | 898 |
|
|
2016
Q2 | – | Sell |
-352
| Closed | -$2K | – | 1398 |
|
|
2016
Q1 | $2K | Sell |
352
-287
| -45% | -$1.79K | ﹤0.01% | 1257 |
|
|
2015
Q4 | $4K | Sell |
639
-408
| -39% | -$3.21K | ﹤0.01% | 1094 |
|
|
2015
Q3 | $7K | Sell |
1,047
-48
| -4% | -$403 | ﹤0.01% | 1091 |
|
|
2015
Q2 | $9K | Buy |
1,095
+146
| +15% | +$1.27K | ﹤0.01% | 1064 |
|
|
2015
Q1 | $7K | Sell |
949
-121
| -11% | -$905 | ﹤0.01% | 1151 |
|
|
2014
Q4 | $7K | Buy |
1,070
+1
| +0.1% | +$8 | ﹤0.01% | 1148 |
|
|
2014
Q3 | $8K | Buy |
1,069
+368
| +52% | +$3.02K | ﹤0.01% | 1139 |
|
|
2014
Q2 | $5K | Buy |
701
+115
| +20% | +$947 | ﹤0.01% | 1229 |
|
|
2014
Q1 | $4K | Sell |
586
-22
| -4% | -$206 | ﹤0.01% | 1150 |
|
|
2013
Q4 | $5K | Sell |
608
-120
| -16% | -$1.19K | ﹤0.01% | 1089 |
|
|
2013
Q3 | $7K | Sell |
728
-319
| -30% | -$3.03K | ﹤0.01% | 906 |
|
|
2013
Q2 | $10K | Buy |
+1,047
| New | +$9.35K | 0.01% | 519 |
|
Other funds holding SMFG
CCMG
First Horizon Advisors's SMFG Position: Q2 2025 in Review
First Horizon Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 176% in Q2 2025, buying an estimated $70.9K and bringing the position to 7,727 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #666.
First Horizon Advisors first reported a position in SMFG in Q2 2013 and has held it in 41 quarters since. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.
- First Horizon Advisors held 7,727 shares of Sumitomo Mitsui Financial worth $117K as of Q2 2025.
- First Horizon Advisors bought 4,929 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $70.9K.
- Sumitomo Mitsui Financial made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #666 holding.
- First Horizon Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 41 quarters since.
- 371 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.