MOS
SMFG icon

MGO One Seven’s Sumitomo Mitsui Financial SMFG Stock Holding History

MGO One Seven’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
Q2 		– Sell
-16,017
Closed -$248K – 1258
2025
Q1 		$248K Sell
16,017
-454
-3% -$6.91K 0.01% 914
2024
Q4 		$239K Buy
16,471
+5,352
+48% +$73.5K 0.01% 944
2024
Q3 		$140K Sell
11,119
-1,160
-9% -$15.3K 0.01% 957
2024
Q2 		$165K Buy
+12,279
New +$149K 0.01% 921
2019
Q1 		– Sell
-4,241
Closed -$27K – 1444
2018
Q4 		$27K Buy
+4,241
New +$31.7K 0.01% 822
2018
Q1 		$49K Buy
5,785
+61
+1% +$545 0.02% 614
2017
Q4 		$50K Buy
+5,724
New +$46.4K 0.02% 614

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MGO One Seven's SMFG Position: Q2 2025 in Review

MGO One Seven sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 16,017 shares — an estimated $248K sold.

MGO One Seven first reported a position in SMFG in Q4 2017 and held it in 7 quarters. The position peaked at $248K in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • MGO One Seven reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • MGO One Seven sold 16,017 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $248K.
  • MGO One Seven first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 7 quarters.
  • MGO One Seven's Sumitomo Mitsui Financial position peaked at $248K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on MGO One Seven's 13F filing for Q2 2025, filed 25 Jul 2025.