Pathstone Holdings
SMFG icon

Pathstone Holdings’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pathstone Holdings’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
2026
Q1 		$11.7M Buy
590,654
+6,329
+1% +$133K 0.05% 294
2025
Q4 		$11.3M Buy
584,325
+46,491
+9% +$806K 0.04% 304
2025
Q3 		$9M Buy
537,834
+65,588
+14% +$1.05M 0.03% 374
2025
Q2 		$7.14M Sell
472,246
-1,208
-0.3% -$17.4K 0.03% 425
2025
Q1 		$7.32M Sell
473,454
-3,570
-0.7% -$54.3K 0.03% 431
2024
Q4 		$6.91M Buy
477,024
+8,717
+2% +$120K 0.03% 437
2024
Q3 		$5.91M Sell
468,307
-895
-0.2% -$11.8K 0.03% 495
2024
Q2 		$6.29M Buy
469,202
+45,809
+11% +$555K 0.03% 453
2024
Q1 		$4.98M Sell
423,393
-18,421
-4% -$198K 0.02% 509
2023
Q4 		$4.28M Buy
+441,814
New +$4.28M 0.02% 473

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return