HWM
SMFG icon

HB Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

HB Wealth Management’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
2026
Q1 		$969K Buy
49,048
+3,923
+9% +$82.4K 0.01% 675
2025
Q4 		$872K Buy
45,125
+7,601
+20% +$132K 0.01% 681
2025
Q3 		$628K Buy
37,524
+10,072
+37% +$161K ﹤0.01% 761
2025
Q2 		$415K Buy
27,452
+9,123
+50% +$131K ﹤0.01% 814
2025
Q1 		$283K Buy
18,329
+5,885
+47% +$89.5K ﹤0.01% 997
2024
Q4 		$180K Sell
12,444
-855
-6% -$11.7K ﹤0.01% 992
2024
Q3 		$168K Buy
13,299
+1,541
+13% +$20.4K ﹤0.01% 910
2024
Q2 		$158K Hold
11,758
– – ﹤0.01% 861
2024
Q1 		$138K Buy
+11,758
New +$126K ﹤0.01% 812

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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return