MWM
SMFG icon

Moran Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Moran 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
2026
Q1 		$8M Buy
404,869
+25,301
+7% +$531K 0.24% 140
2025
Q4 		$7.34M Buy
379,568
+59,296
+19% +$1.03M 0.22% 142
2025
Q3 		$5.36M Buy
320,272
+10,186
+3% +$163K 0.16% 164
2025
Q2 		$4.69M Buy
310,086
+8,511
+3% +$122K 0.15% 192
2025
Q1 		$4.66M Sell
301,575
-57,161
-16% -$869K 0.16% 186
2024
Q4 		$5.2M Buy
358,736
+25,503
+8% +$350K 0.17% 163
2024
Q3 		$4.21M Sell
333,233
-117,966
-26% -$1.56M 0.13% 190
2024
Q2 		$6.05M Sell
451,199
-77,114
-15% -$934K 0.2% 151
2024
Q1 		$6.22M Buy
528,313
+1,787
+0.3% +$19.2K 0.2% 145
2023
Q4 		$5.1M Buy
+526,526
New +$5.1M 0.18% 160

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