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GTS Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

GTS Securities’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
Q4 		– Sell
-62,015
Closed -$1.04M – 1750
2025
Q3 		$1.04M Buy
+62,015
New +$993K 0.04% 400
2024
Q3 		– Sell
-159,034
Closed -$2.13M – 4411
2024
Q2 		$2.13M Buy
+159,034
New +$1.93M ﹤0.01% 1453
2024
Q1 		– Sell
-528,651
Closed -$5.12M – 4375
2023
Q4 		$5.12M Buy
+528,651
New +$5.12M 0.01% 985

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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GTS Securities's SMFG Position: Q4 2025 in Review

GTS Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 62,015 shares — an estimated $1.04M sold.

GTS Securities first reported a position in SMFG in Q4 2023 and held it in 3 quarters. The position peaked at $5.12M in Q4 2023. 422 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • GTS Securities reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • GTS Securities sold 62,015 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $1.04M.
  • GTS Securities first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 3 quarters.
  • GTS Securities's Sumitomo Mitsui Financial position peaked at $5.12M in Q4 2023.
  • 422 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on GTS Securities's 13F filing for Q4 2025, filed 13 Feb 2026.