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

Hemington 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
2025 Q3	$2K	Buy	+125	New	+$2K	﹤0.01%	1369

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

Hemington Wealth Management's SMFG Position: Q3 2025 in Review

Hemington Wealth Management opened a new position in Sumitomo Mitsui Financial (SMFG) in Q3 2025: 125 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings.

395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

Hemington Wealth Management held 125 shares of Sumitomo Mitsui Financial worth $2K as of Q3 2025.
Sumitomo Mitsui Financial was a new Hemington Wealth Management position in Q3 2025.
Sumitomo Mitsui Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1369 holding.
395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.