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Laird Norton Wetherby Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Laird Norton Wetherby 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 		$2.6M Sell
155,405
-2,104
-1% -$33.7K 0.11% 186
2025
Q2 		$2.38M Buy
+157,509
New +$2.26M 0.11% 195
2024
Q4 		$2.34M Sell
161,470
-15,502
-9% -$213K 0.11% 174
2024
Q3 		$2.24M Sell
176,972
-966
-0.5% -$12.8K 0.1% 203
2024
Q2 		$2.39M Buy
177,938
+2,305
+1% +$27.9K 0.11% 181
2024
Q1 		$2.07M Buy
175,633
+4,032
+2% +$43.3K 0.1% 216
2023
Q4 		$1.66M Buy
171,601
+2
+0% +$19 0.09% 242
2023
Q3 		$1.69M Buy
171,599
+6,218
+4% +$57.5K 0.1% 224
2023
Q2 		$1.42M Buy
165,381
+7,618
+5% +$62.9K 0.08% 268
2023
Q1 		$1.26M Sell
157,763
-11,036
-7% -$93.4K 0.07% 284
2022
Q4 		$1.35M Sell
168,799
-23,385
-12% -$149K 0.09% 258
2022
Q3 		$1.06M Buy
192,184
+49,011
+34% +$296K 0.07% 278
2022
Q2 		$845K Sell
143,173
-28,407
-17% -$172K 0.06% 329
2022
Q1 		$1.08M Buy
171,580
+13,484
+9% +$96.1K 0.06% 292
2021
Q4 		$1.07M Buy
158,096
+19,975
+14% +$135K 0.06% 304
2021
Q3 		$968K Sell
138,121
-3,350
-2% -$23.3K 0.06% 312
2021
Q2 		$975K Buy
141,471
+8,435
+6% +$60.5K 0.06% 301
2021
Q1 		$964K Sell
133,036
-640
-0.5% -$4.46K 0.07% 263
2020
Q4 		$825K Buy
133,676
+5,845
+5% +$34.3K 0.06% 317
2020
Q3 		$714K Sell
127,831
-4,380
-3% -$25.1K 0.06% 295
2020
Q2 		$743K Buy
132,211
+41,942
+46% +$227K 0.07% 266
2020
Q1 		$432K Sell
90,269
-31,330
-26% -$202K 0.05% 359
2019
Q4 		$901K Buy
121,599
+210
+0.2% +$1.51K 0.09% 236
2019
Q3 		$831K Sell
121,389
-5,685
-4% -$38.8K 0.09% 246
2019
Q2 		$897K Buy
127,074
+21,613
+20% +$153K 0.1% 225
2019
Q1 		$742K Buy
105,461
+1,824
+2% +$13K 0.09% 246
2018
Q4 		$674K Sell
103,637
-13,697
-12% -$102K 0.1% 249
2018
Q3 		$942K Buy
117,334
+10,145
+9% +$80.2K 0.12% 200
2018
Q2 		$833K Sell
107,189
-3,152
-3% -$26.2K 0.11% 210
2018
Q1 		$938K Buy
110,341
+1,530
+1% +$13.7K 0.13% 189
2017
Q4 		$946K Buy
108,811
+702
+0.6% +$5.69K 0.13% 185
2017
Q3 		$834K Buy
108,109
+2,245
+2% +$17.1K 0.12% 194
2017
Q2 		$832K Buy
105,864
+2,578
+2% +$19.2K 0.14% 182
2017
Q1 		$748K Buy
103,286
+5,800
+6% +$45K 0.13% 189
2016
Q4 		$745K Buy
97,486
+239
+0.2% +$1.74K 0.15% 166
2016
Q3 		$656K Buy
97,247
+17,365
+22% +$113K 0.13% 189
2016
Q2 		$457K Buy
79,882
+15,690
+24% +$95.9K 0.1% 244
2016
Q1 		$385K Sell
64,192
-28,505
-31% -$178K 0.09% 267
2015
Q4 		$703K Buy
92,697
+3,200
+4% +$25.2K 0.17% 136
2015
Q3 		$683K Buy
89,497
+3,070
+4% +$25.8K 0.18% 130
2015
Q2 		$769K Buy
86,427
+10,395
+14% +$90.3K 0.18% 116
2015
Q1 		$589K Buy
76,032
+3,290
+5% +$24.6K 0.14% 169
2014
Q4 		$529K Sell
72,742
-4,495
-6% -$34.1K 0.13% 179
2014
Q3 		$634K Buy
77,237
+5,995
+8% +$49.2K 0.18% 140
2014
Q2 		$603K Buy
71,242
+3,410
+5% +$28.1K 0.17% 148
2014
Q1 		$586K Sell
67,832
-3,030
-4% -$28.4K 0.17% 152
2013
Q4 		$743K Buy
70,862
+1,160
+2% +$11.5K 0.21% 113
2013
Q3 		$678K Buy
69,702
+4,565
+7% +$43.3K 0.21% 108
2013
Q2 		$600K Buy
+65,137
New +$582K 0.21% 110

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

Laird Norton Wetherby Wealth Management's SMFG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 1.3% in Q3 2025, selling an estimated $33.7K and leaving 155,405 shares worth $2.6M. The position accounts for 0.11% of the portfolio, ranked #186.

Laird Norton Wetherby Wealth Management first reported a position in SMFG in Q2 2013 and has held it in 49 quarters since. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 155,405 shares of Sumitomo Mitsui Financial worth $2.6M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 2,104 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $33.7K.
  • Sumitomo Mitsui Financial made up 0.11% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #186 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 49 quarters since.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

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