Orion Portfolio Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.55M	Sell	100,495 -390	-0.4%	-$5.93K	0.02%	844
2024 Q4	$1.46M	Buy	100,885 +11,952	+13%	+$164K	0.01%	854
2024 Q3	$1.12M	Sell	88,933 -639	-0.7%	-$8.44K	0.01%	995
2024 Q2	$1.2M	Buy	89,572 +878	+1%	+$10.6K	0.01%	903
2024 Q1	$1.04M	Buy	88,694 +2,980	+3%	+$32K	0.01%	963
2023 Q4	$854K	Sell	85,714 -229,043	-73%	-$2.22M	0.01%	1015
2023 Q3	$3.1M	Sell	314,757 -23,107	-7%	-$214K	0.04%	426
2023 Q2	$2.91M	Buy	337,864 +45,117	+15%	+$373K	0.03%	496
2023 Q1	$2.34M	Buy	+292,747	New	+$2.48M	0.03%	531
2020 Q1	–	Sell	-30	Closed	–	–	2269
2019 Q4	$0	Buy	+30	New	+$216	﹤0.01%	1938

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's SMFG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.39% in Q1 2025, selling an estimated $5.93K and leaving 100,495 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #844.

Orion Portfolio Solutions first reported a position in SMFG in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.1M in Q3 2023. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

Orion Portfolio Solutions held 100,495 shares of Sumitomo Mitsui Financial worth $1.55M as of Q1 2025.
Orion Portfolio Solutions sold 390 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $5.93K.
Sumitomo Mitsui Financial made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #844 holding.
Orion Portfolio Solutions first reported a position in Sumitomo Mitsui Financial in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Sumitomo Mitsui Financial position peaked at $3.1M in Q3 2023.
359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.