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GeoWealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

GeoWealth Management’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 		$380K Buy
19,264
+5,185
+37% +$109K 0.01% 536
2025
Q4 		$272K Buy
14,079
+4,737
+51% +$82.1K 0.01% 592
2025
Q3 		$156K Buy
9,342
+325
+4% +$5.21K 0.01% 709
2025
Q2 		$136K Buy
9,017
+4,319
+92% +$62.1K 0.01% 745
2025
Q1 		$72.6K Sell
4,698
-2,064
-31% -$31.4K ﹤0.01% 844
2024
Q4 		$98K Sell
6,762
-1,940
-22% -$26.6K ﹤0.01% 973
2024
Q3 		$110K Sell
8,702
-160
-2% -$2.11K ﹤0.01% 872
2024
Q2 		$119K Buy
+8,862
New +$107K 0.01% 762
2024
Q1 		– Sell
-11,916
Closed -$115K – 900
2023
Q4 		$115K Buy
+11,916
New +$116K 0.01% 573

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