Kovitz Investment Group Partners
SMFG icon

Kovitz Investment Group Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-18,619
Closed -$312K – 1187
2025
Q3 		$312K Buy
18,619
+6,080
+48% +$97.4K ﹤0.01% 1190
2025
Q2 		$189K Buy
+12,539
New +$180K ﹤0.01% 1286

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CCMG
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Kovitz Investment Group Partners's SMFG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 18,619 shares — an estimated $312K sold.

Kovitz Investment Group Partners first reported a position in SMFG in Q2 2025 and held it in 2 quarters. The position peaked at $312K in Q3 2025. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 18,619 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $312K.
  • Kovitz Investment Group Partners first reported a position in Sumitomo Mitsui Financial in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Sumitomo Mitsui Financial position peaked at $312K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.