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Lindbrook Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lindbrook Capital’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
Q1 		$310K Buy
20,072
+729
+4% +$11.1K 0.03% 310
2024
Q4 		$280K Buy
19,343
+948
+5% +$13K 0.03% 321
2024
Q3 		$232K Buy
18,395
+426
+2% +$5.63K 0.02% 361
2024
Q2 		$241K Buy
17,969
+601
+3% +$7.28K 0.02% 328
2024
Q1 		$204K Buy
17,368
+1,176
+7% +$12.6K 0.02% 356
2023
Q4 		$157K Buy
16,192
+291
+2% +$2.82K 0.02% 394
2023
Q3 		$157K Buy
15,901
+2,822
+22% +$26.1K 0.02% 373
2023
Q2 		$112K Sell
13,079
-479
-4% -$3.96K 0.01% 460
2023
Q1 		$108K Sell
13,558
-1,806
-12% -$15.3K 0.01% 463
2022
Q4 		$123K Sell
15,364
-132
-0.9% -$841 0.02% 442
2022
Q3 		$85K Buy
15,496
+2,323
+18% +$14K 0.01% 485
2022
Q2 		$78K Sell
13,173
-11,120
-46% -$67.2K 0.01% 510
2022
Q1 		$152K Sell
24,293
-1,460
-6% -$10.4K 0.02% 357
2021
Q4 		$175K Buy
25,753
+1,270
+5% +$8.6K 0.03% 338
2021
Q3 		$172K Buy
24,483
+1,225
+5% +$8.53K 0.05% 178
2021
Q2 		$160K Sell
23,258
-165
-0.7% -$1.18K 0.04% 208
2021
Q1 		$170K Buy
23,423
+165
+0.7% +$1.15K 0.04% 176
2020
Q4 		$144K Sell
23,258
-570
-2% -$3.34K 0.04% 185
2020
Q3 		$133K Sell
23,828
-31
-0.1% -$178 0.04% 164
2020
Q2 		$134K Sell
23,859
-11,149
-32% -$60.2K 0.04% 167
2020
Q1 		$168K Buy
35,008
+1,424
+4% +$9.17K 0.06% 117
2019
Q4 		$249K Sell
33,584
-95
-0.3% -$684 0.09% 111
2019
Q3 		$230K Buy
33,679
+10,407
+45% +$71.1K 0.09% 113
2019
Q2 		$164K Buy
23,272
+9,141
+65% +$64.7K 0.06% 163
2019
Q1 		$99K Hold
14,131
– – 0.04% 230
2018
Q4 		$91K Buy
+14,131
New +$105K 0.04% 216

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 $6.73T AUM 46.02% 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 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's SMFG Position: Q1 2025 in Review

Lindbrook Capital increased its Sumitomo Mitsui Financial (SMFG) stake by 3.8% in Q1 2025, buying an estimated $11.1K and bringing the position to 20,072 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #310.

Lindbrook Capital first reported a position in SMFG in Q4 2018 and has held it in 26 quarters since. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Lindbrook Capital held 20,072 shares of Sumitomo Mitsui Financial worth $310K as of Q1 2025.
  • Lindbrook Capital bought 729 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $11.1K.
  • Sumitomo Mitsui Financial made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #310 holding.
  • Lindbrook Capital first reported a position in Sumitomo Mitsui Financial in Q4 2018 and has held it in 26 quarters since.
  • 359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.