NS
SMFG icon

NBC Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

NBC Securities’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 		$54.1K Sell
2,737
-860
-24% -$18.1K ﹤0.01% 1288
2025
Q4 		$69.5K Buy
3,597
+823
+30% +$14.3K 0.01% 1209
2025
Q3 		$46.4K Buy
2,774
+823
+42% +$13.2K ﹤0.01% 1356
2025
Q2 		$29K Buy
1,951
+649
+50% +$9.33K ﹤0.01% 1544
2025
Q1 		$20K Buy
1,302
+1,301
+130,100% +$19.8K ﹤0.01% 1486
2024
Q4 		$18 Sell
1
-1,292
-100% -$17.7K ﹤0.01% 1156
2024
Q3 		$16K Sell
1,293
-198
-13% -$2.62K ﹤0.01% 1592
2024
Q2 		$19K Sell
1,491
-1,123
-43% -$13.6K ﹤0.01% 1478
2024
Q1 		$31K Sell
2,614
-114
-4% -$1.22K ﹤0.01% 1303
2023
Q4 		$26K Sell
2,728
-7,026
-72% -$68.1K ﹤0.01% 1375
2023
Q3 		$96K Buy
+9,754
New +$90.2K 0.01% 946

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