Paladin Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Paladin Wealth’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
2024 Q4	–	Sell	-796	Closed	-$10.1K	–	202
2024 Q3	$10.1K	Buy	+796	New	+$10.5K	0.01%	181

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

Paladin Wealth's SMFG Position: Q4 2024 in Review

Paladin Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 796 shares — an estimated $10.1K sold.

Paladin Wealth first reported a position in SMFG in Q3 2024 and held it in 1 quarter. The position peaked at $10.1K in Q3 2024. 347 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

Paladin Wealth reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 796 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $10.1K.
Paladin Wealth first reported a position in Sumitomo Mitsui Financial in Q3 2024 and held it in 1 quarter.
Paladin Wealth's Sumitomo Mitsui Financial position peaked at $10.1K in Q3 2024.
347 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.