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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.