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ORG Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

ORG Partners’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
Q4 		$29.1K Hold
1,505
– – 0.01% 704
2025
Q3 		$25.2K Hold
1,505
– – ﹤0.01% 746
2025
Q2 		$22.7K Buy
1,505
+685
+84% +$9.85K ﹤0.01% 722
2025
Q1 		$12.4K Buy
+820
New +$12.5K ﹤0.01% 760
2024
Q3 		– Sell
-299
Closed -$4.02K – 1347
2024
Q2 		$4.02K Sell
299
-35
-10% -$424 ﹤0.01% 1422
2024
Q1 		$3.82K Buy
+334
New +$3.58K 0.01% 363

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ORG Partners's SMFG Position: Q4 2025 in Review

ORG Partners held its Sumitomo Mitsui Financial (SMFG) position steady in Q4 2025 at 1,505 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #704.

ORG Partners first reported a position in SMFG in Q1 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • ORG Partners held 1,505 shares of Sumitomo Mitsui Financial worth $29.1K as of Q4 2025.
  • ORG Partners left its Sumitomo Mitsui Financial share count unchanged in Q4 2025.
  • Sumitomo Mitsui Financial made up 0.01% of ORG Partners's portfolio in Q4 2025, its #704 holding.
  • ORG Partners first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 6 quarters since.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.