JFGIW
SMFG icon

Johnson Financial Group Inc (Wisconsin)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$3.99K Hold
202
– – ﹤0.01% 718
2025
Q4 		$3.9K Sell
202
-192
-49% -$3.33K ﹤0.01% 736
2025
Q3 		$6.6K Buy
+394
New +$6.31K ﹤0.01% 820
2024
Q2 		– Sell
-164
Closed -$1.93K – 949
2024
Q1 		$1.93K Hold
164
– – ﹤0.01% 639
2023
Q4 		$1.59K Buy
+164
New +$1.59K ﹤0.01% 763
2019
Q3 		– Sell
-1,113
Closed -$8K – 597
2019
Q2 		$8K Hold
1,113
– – ﹤0.01% 472
2019
Q1 		$8K Buy
+1,113
New +$7.96K ﹤0.01% 442

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