Haven Private’s Sumitomo Mitsui Financial SMFG Stock Holding History

Haven Private’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 Q3	–	Sell	-22,581	Closed	-$341K	–	184
2025 Q2	$341K	Buy	+22,581	New	+$325K	0.15%	132

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

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 Austin, Texas $481B AUM 30.42% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Haven Private's SMFG Position: Q3 2025 in Review

Haven Private sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 22,581 shares — an estimated $341K sold.

Haven Private first reported a position in SMFG in Q2 2025 and held it in 1 quarter. The position peaked at $341K in Q2 2025. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

Haven Private reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
Haven Private sold 22,581 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $341K.
Haven Private first reported a position in Sumitomo Mitsui Financial in Q2 2025 and held it in 1 quarter.
Haven Private's Sumitomo Mitsui Financial position peaked at $341K in Q2 2025.
395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.