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Lake Street Advisors Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$806K Buy
55,655
+1,472
+3% +$20.2K 0.04% 250
2024
Q3 		$684K Buy
54,183
+933
+2% +$12.3K 0.03% 276
2024
Q2 		$720K Sell
53,250
-5,015
-9% -$60.7K 0.03% 262
2024
Q1 		$686K Sell
58,265
-163
-0.3% -$1.75K 0.03% 286
2023
Q4 		$566K Buy
58,428
+1,295
+2% +$12.6K 0.03% 308
2023
Q3 		$563K Buy
57,133
+541
+1% +$5K 0.03% 202
2023
Q2 		$487K Buy
56,592
+3,752
+7% +$31K 0.03% 211
2023
Q1 		$423K Buy
52,840
+2,575
+5% +$21.8K 0.03% 203
2022
Q4 		$403K Buy
50,265
+4,529
+10% +$28.8K 0.03% 201
2022
Q3 		$252K Sell
45,736
-48
-0.1% -$289 0.02% 217
2022
Q2 		$270K Sell
45,784
-3,576
-7% -$21.6K 0.02% 189
2022
Q1 		$310K Buy
49,360
+971
+2% +$6.92K 0.02% 185
2021
Q4 		$329K Buy
+48,389
New +$328K 0.02% 182
2021
Q3 		– Sell
-42,625
Closed -$302K – 391
2021
Q2 		$302K Sell
42,625
-614
-1% -$4.4K 0.02% 242
2021
Q1 		$313K Buy
43,239
+813
+2% +$5.66K 0.03% 228
2020
Q4 		$262K Buy
42,426
+2,103
+5% +$12.3K 0.02% 249
2020
Q3 		$225K Buy
40,323
+7,001
+21% +$40.1K 0.02% 244
2020
Q2 		$187K Sell
33,322
-11,876
-26% -$64.2K 0.02% 261
2020
Q1 		$216K Buy
45,198
+18,354
+68% +$118K 0.03% 218
2019
Q4 		$199K Buy
26,844
+2,330
+10% +$16.8K 0.02% 241
2019
Q3 		$168K Sell
24,514
-1,063
-4% -$7.26K 0.02% 216
2019
Q2 		$181K Buy
25,577
+212
+0.8% +$1.5K 0.02% 216
2019
Q1 		$178K Buy
25,365
+1,502
+6% +$10.7K 0.02% 221
2018
Q4 		$155K Sell
23,863
-196
-0.8% -$1.46K 0.02% 190
2018
Q3 		$193K Sell
24,059
-3,093
-11% -$24.4K 0.02% 205
2018
Q2 		$211K Hold
27,152
– – 0.02% 304
2018
Q1 		$231K Sell
27,152
-168
-0.6% -$1.5K 0.03% 267
2017
Q4 		$237K Buy
+27,320
New +$221K 0.03% 286

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Street Advisors Group's SMFG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Sumitomo Mitsui Financial (SMFG) stake by 2.7% in Q4 2024, buying an estimated $20.2K and bringing the position to 55,655 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #250.

Lake Street Advisors Group first reported a position in SMFG in Q4 2017 and has held it in 28 quarters since. 348 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • Lake Street Advisors Group held 55,655 shares of Sumitomo Mitsui Financial worth $806K as of Q4 2024.
  • Lake Street Advisors Group bought 1,472 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $20.2K.
  • Sumitomo Mitsui Financial made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #250 holding.
  • Lake Street Advisors Group first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 28 quarters since.
  • 348 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.