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NewSquare Capital’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

NewSquare 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
Q3 		– Sell
-2,029
Closed -$30.7K – 1071
2025
Q2 		$30.7K Buy
2,029
+1,363
+205% +$19.6K ﹤0.01% 384
2025
Q1 		$10.3K Buy
666
+390
+141% +$5.93K ﹤0.01% 543
2024
Q4 		$4K Buy
+276
New +$3.79K ﹤0.01% 396
2014
Q2 		– Sell
-680
Closed -$6K – 293
2014
Q1 		$6K Hold
680
– – ﹤0.01% 218
2013
Q4 		$7K Hold
680
– – ﹤0.01% 205
2013
Q3 		$7K Buy
+680
New +$6.46K ﹤0.01% 181

Other funds holding SMFG

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NewSquare Capital's SMFG Position: Q3 2025 in Review

NewSquare Capital sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2025, closing a stake of 2,029 shares — an estimated $30.7K sold.

NewSquare Capital first reported a position in SMFG in Q3 2013 and held it in 6 quarters. The position peaked at $30.7K in Q2 2025. 396 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • NewSquare Capital reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 2,029 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2025, an estimated $30.7K.
  • NewSquare Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2013 and held it in 6 quarters.
  • NewSquare Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $30.7K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.