Kayne Anderson Rudnick Investment Management
SMFG icon

Kayne Anderson Rudnick Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kayne Anderson Rudnick Investment 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 		$7.86K Sell
398
-106
-21% -$2.23K ﹤0.01% 706
2025
Q4 		$9.76K Buy
504
+1
+0.2% +$17 ﹤0.01% 707
2025
Q3 		$8.43K Buy
503
+2
+0.4% +$32 ﹤0.01% 728
2025
Q2 		$7.58K Hold
501
– – ﹤0.01% 736
2025
Q1 		$7.76K Hold
501
– – ﹤0.01% 708
2024
Q4 		$7.27K Buy
501
+1
+0.2% +$14 ﹤0.01% 710
2024
Q3 		$6.32K Buy
500
+1
+0.2% +$13 ﹤0.01% 711
2024
Q2 		$6.7K Sell
499
-11
-2% -$133 ﹤0.01% 666
2024
Q1 		$6.01K Buy
510
+58
+13% +$622 ﹤0.01% 664
2023
Q4 		$4.38K Buy
452
+185
+69% +$1.79K ﹤0.01% 684
2023
Q3 		$2.63K Hold
267
– – ﹤0.01% 658
2023
Q2 		$2.3K Buy
267
+245
+1,114% +$2.02K ﹤0.01% 668
2023
Q1 		$176 Buy
+22
New +$186 ﹤0.01% 731

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