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FOA
Five Oceans Advisors’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Five Oceans Advisors’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
$482K
Hold
24,405
–
–
0.17%
70
2025
Q4
$472K
Hold
24,405
–
–
0.17%
72
2025
Q3
$409K
Hold
24,405
–
–
0.15%
81
2025
Q2
$369K
Sell
24,405
-1,002
-4%
-$14.4K
0.16%
83
2025
Q1
$393K
Hold
25,407
–
–
0.19%
72
2024
Q4
$368K
Buy
25,407
+2,527
+11%
+$34.7K
0.17%
85
2024
Q3
$289K
Hold
22,880
–
–
0.14%
125
2024
Q2
$307K
Buy
22,880
+3,010
+15%
+$36.5K
0.16%
107
2024
Q1
$234K
Hold
19,870
–
–
0.12%
159
2023
Q4
$192K
Sell
19,870
-4,556
-19%
-$44.2K
0.11%
162
2023
Q3
$241K
Hold
24,426
–
–
0.15%
117
2023
Q2
$210K
Hold
24,426
–
–
0.14%
136
2023
Q1
$195K
Hold
24,426
–
–
0.13%
143
2022
Q4
$196K
Sell
24,426
-51
-0.2%
-$325
0.14%
140
2022
Q3
$135K
Buy
24,477
+7,327
+43%
+$44.2K
0.11%
126
2022
Q2
$101K
Buy
17,150
+725
+4%
+$4.38K
0.08%
125
2022
Q1
$103K
Buy
+16,425
New
+$117K
0.09%
116
Other funds holding SMFG
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New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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