PEAK6’s Sumitomo Mitsui Financial SMFG Stock Holding History

PEAK6’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	–	Sell	-14,000	Closed	-$203K	–	3575
2024 Q4	$203K	Buy	+14,000	New	+$192K	﹤0.01%	2537

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

PEAK6's SMFG Position: Q1 2025 in Review

PEAK6 sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 1,734 shares — an estimated $25.1K sold.

PEAK6 first reported a position in SMFG in Q4 2024 and held it in 1 quarter. The position peaked at $25.1K in Q4 2024. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

PEAK6 reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
PEAK6 sold 1,734 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $25.1K.
PEAK6 first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 1 quarter.
PEAK6's Sumitomo Mitsui Financial position peaked at $25.1K in Q4 2024.
358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on PEAK6's 13F filing for Q1 2025, filed 14 May 2025.