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NewSquare Capital’s Sumitomo Mitsui Financial 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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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NewSquare Capital's SMFG Position: Q3 2025 in Review

NewSquare Capital sold out of Sumitomo Mitsui Financial (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. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • NewSquare Capital reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 2,029 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $30.7K.
  • NewSquare Capital first reported a position in Sumitomo Mitsui Financial in Q3 2013 and held it in 6 quarters.
  • NewSquare Capital's Sumitomo Mitsui Financial position peaked at $30.7K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

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