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Next Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Next Financial Group’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
2021
Q4 		$3K Buy
491
+238
+94% +$1.61K ﹤0.01% 2561
2021
Q3 		$2K Hold
253
– – ﹤0.01% 2521
2021
Q2 		$2K Sell
253
-245
-49% -$1.76K ﹤0.01% 2450
2021
Q1 		$3K Sell
498
-580
-54% -$4.04K ﹤0.01% 2252
2020
Q4 		$6K Buy
+1,078
New +$6.33K ﹤0.01% 1944
2020
Q2 		– Sell
-78
Closed – – 1691
2020
Q1 		$0 Sell
78
-567
-88% -$3.65K ﹤0.01% 2379
2019
Q4 		$5K Hold
645
– – ﹤0.01% 1975
2019
Q3 		$4K Hold
645
– – ﹤0.01% 1967
2019
Q2 		$5K Sell
645
-305
-32% -$2.16K ﹤0.01% 1904
2019
Q1 		$7K Buy
950
+305
+47% +$2.18K ﹤0.01% 1197
2018
Q4 		$4K Sell
645
-86
-12% -$642 ﹤0.01% 1622
2018
Q3 		$6K Buy
+731
New +$5.78K ﹤0.01% 1132
2017
Q4 		– Sell
-72
Closed -$1K – 1235
2017
Q3 		$1K Sell
72
-328
-82% -$2.5K ﹤0.01% 1710
2017
Q2 		$3K Hold
400
– – ﹤0.01% 1683
2017
Q1 		$3K Sell
400
-745
-65% -$5.79K ﹤0.01% 1640
2016
Q4 		$9K Sell
1,145
-200
-15% -$1.45K ﹤0.01% 1700
2016
Q3 		$9K Buy
1,345
+668
+99% +$4.33K ﹤0.01% 1712
2016
Q2 		$3K Sell
677
-100
-13% -$611 ﹤0.01% 1535
2016
Q1 		$4K Sell
777
-800
-51% -$4.99K ﹤0.01% 1436
2015
Q4 		$11K Hold
1,577
– – ﹤0.01% 1148
2015
Q3 		$12K Hold
1,577
– – ﹤0.01% 1147
2015
Q2 		$14K Hold
1,577
– – ﹤0.01% 1153
2015
Q1 		$12K Hold
1,577
– – ﹤0.01% 1183
2014
Q4 		$11K Sell
1,577
-1,045
-40% -$7.93K ﹤0.01% 1221
2014
Q3 		$22K Buy
+2,622
New +$21.5K ﹤0.01% 1359

Other funds holding SMFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's SMFG Position: Q4 2021 in Review

Next Financial Group increased its Sumitomo Mitsui Financial (SMFG) stake by 94% in Q4 2021, buying an estimated $1.61K and bringing the position to 491 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Next Financial Group first reported a position in SMFG in Q3 2014 and has held it in 25 quarters since. The position peaked at $22K in Q3 2014. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

  • Next Financial Group held 491 shares of Sumitomo Mitsui Financial worth $3K as of Q4 2021.
  • Next Financial Group bought 238 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $1.61K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2561 holding.
  • Next Financial Group first reported a position in Sumitomo Mitsui Financial in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's Sumitomo Mitsui Financial position peaked at $22K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.