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

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

Halbert Hargrove Global Advisors's SMFG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 49 shares — an estimated $758 sold.

Halbert Hargrove Global Advisors first reported a position in SMFG in Q4 2020 and held it in 5 quarters. The position peaked at $100K in Q3 2021. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 49 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $758.
  • Halbert Hargrove Global Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 5 quarters.
  • Halbert Hargrove Global Advisors's Sumitomo Mitsui Financial position peaked at $100K in Q3 2021.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.