Pathstone Family Office’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pathstone Family Office’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
2023 Q3	$170K	Buy	17,223 +5,120	+42%	+$47.4K	﹤0.01%	1544
2023 Q2	$106K	Buy	12,103 +1,353	+13%	+$11.2K	﹤0.01%	1188
2023 Q1	$86K	Sell	10,750 -113,022	-91%	-$957K	﹤0.01%	1143
2022 Q4	$585K	Buy	123,772 +44,339	+56%	+$282K	0.01%	1024
2022 Q3	$437K	Buy	+79,433	New	+$479K	﹤0.01%	1127
2022 Q1	–	Sell	-10,350	Closed	-$70K	–	1028
2021 Q4	$70K	Sell	10,350 -4,780	-32%	-$32.4K	﹤0.01%	869
2021 Q3	$105K	Buy	+15,130	New	+$105K	﹤0.01%	835
2013 Q3	–	Sell	-223	Closed	-$2K	–	407
2013 Q2	$2K	Buy	+223	New	+$1.99K	﹤0.01%	342

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pathstone Family Office's SMFG Position: Q3 2023 in Review

Pathstone Family Office increased its Sumitomo Mitsui Financial (SMFG) stake by 42% in Q3 2023, buying an estimated $47.4K and bringing the position to 17,223 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Pathstone Family Office first reported a position in SMFG in Q2 2013 and has held it in 8 quarters since. The position peaked at $585K in Q4 2022. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

Pathstone Family Office held 17,223 shares of Sumitomo Mitsui Financial worth $170K as of Q3 2023.
Pathstone Family Office bought 5,120 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $47.4K.
Sumitomo Mitsui Financial made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1544 holding.
Pathstone Family Office first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 8 quarters since.
Pathstone Family Office's Sumitomo Mitsui Financial position peaked at $585K in Q4 2022.
272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.