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Global Financial Private Client’s Sumitomo Mitsui Financial SMFG Stock Holding History

Global Financial Private Client’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 		– Sell
-1,174
Closed -$18.1K – 1369
2025
Q1 		$18.1K Hold
1,174
– – 0.01% 467
2024
Q4 		$17K Hold
1,174
– – 0.01% 454
2024
Q3 		$14.8K Buy
+1,174
New +$15.5K 0.01% 476

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

Global Financial Private Client's SMFG Position: Q2 2025 in Review

Global Financial Private Client sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 1,174 shares — an estimated $18.1K sold.

Global Financial Private Client first reported a position in SMFG in Q3 2024 and held it in 3 quarters. The position peaked at $18.1K in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Global Financial Private Client reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,174 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $18.1K.
  • Global Financial Private Client first reported a position in Sumitomo Mitsui Financial in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Sumitomo Mitsui Financial position peaked at $18.1K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.