LI
SMFG icon

Louisbourg Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Louisbourg Investments’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
2026
Q1 		$882K Buy
44,652
+5,500
+14% +$116K 0.17% 101
2025
Q4 		$757K Buy
39,152
+12,500
+47% +$217K 0.15% 98
2025
Q3 		$446K Hold
26,652
– – 0.1% 104
2025
Q2 		$403K Hold
26,652
– – 0.09% 108
2025
Q1 		$412K Hold
26,652
– – 0.11% 104
2024
Q4 		$386K Hold
26,652
– – 0.1% 105
2024
Q3 		$337K Hold
26,652
– – 0.09% 108
2024
Q2 		$357K Hold
26,652
– – 0.1% 101
2024
Q1 		$314K Hold
26,652
– – 0.09% 102
2023
Q4 		$258K Buy
+26,652
New +$258K 0.08% 102

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return