HHGA
SMFG icon

Halbert Hargrove Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-49
Closed -$758 – 598
2025
Q1 		$758 Buy
+49
New +$745 ﹤0.01% 469
2021
Q4 		– Sell
-14,257
Closed -$100K – 169
2021
Q3 		$100K Buy
14,257
+217
+2% +$1.51K 0.01% 147
2021
Q2 		$97K Buy
14,040
+518
+4% +$3.71K 0.01% 152
2021
Q1 		$98K Hold
13,522
– – 0.01% 133
2020
Q4 		$83K Buy
+13,522
New +$79.3K 0.01% 117

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