KB Financial Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

KB Financial Partners’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
2023 Q3	$6K	Hold	601	–	–	﹤0.01%	419
2023 Q2	$5K	Hold	601	–	–	﹤0.01%	439
2023 Q1	$5K	Hold	601	–	–	﹤0.01%	431
2022 Q4	$5K	Hold	601	–	–	﹤0.01%	428
2022 Q3	$3K	Hold	601	–	–	﹤0.01%	476
2022 Q2	$4K	Hold	601	–	–	﹤0.01%	439
2022 Q1	$4K	Sell	601 -168	-22%	-$1.2K	﹤0.01%	489
2021 Q4	$5K	Buy	+769	New	+$5.21K	﹤0.01%	509
2021 Q3	–	Sell	-769	Closed	-$5K	–	507
2021 Q2	$5K	Hold	769	–	–	﹤0.01%	485
2021 Q1	$6K	Buy	+769	New	+$5.36K	﹤0.01%	494

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KB Financial Partners's SMFG Position: Q3 2023 in Review

KB Financial Partners held its Sumitomo Mitsui Financial (SMFG) position steady in Q3 2023 at 601 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

KB Financial Partners first reported a position in SMFG in Q1 2021 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

KB Financial Partners held 601 shares of Sumitomo Mitsui Financial worth $6K as of Q3 2023.
KB Financial Partners left its Sumitomo Mitsui Financial share count unchanged in Q3 2023.
Sumitomo Mitsui Financial made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #419 holding.
KB Financial Partners first reported a position in Sumitomo Mitsui Financial in Q1 2021 and has held it in 10 quarters since.
272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.