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

IHT 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 		– Sell
-11,127
Closed -$168K – 1216
2025
Q2 		$168K Buy
+11,127
New +$160K ﹤0.01% 1107
2020
Q2 		– Sell
-10,098
Closed -$48K – 632
2020
Q1 		$48K Buy
+10,098
New +$65K 0.01% 535

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

IHT Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 11,127 shares — an estimated $168K sold.

IHT Wealth Management first reported a position in SMFG in Q1 2020 and held it in 2 quarters. The position peaked at $168K in Q2 2025. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • IHT Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 11,127 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $168K.
  • IHT Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2020 and held it in 2 quarters.
  • IHT Wealth Management's Sumitomo Mitsui Financial position peaked at $168K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.