Perritt Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Perritt Capital Management’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 Q4	–	Sell	-2,500	Closed	-$41.9K	–	261
2025 Q3	$41.9K	Hold	2,500	–	–	0.02%	207
2025 Q2	$37.8K	Hold	2,500	–	–	0.02%	222
2025 Q1	$38.6K	Hold	2,500	–	–	0.02%	221
2024 Q4	$36.2K	Hold	2,500	–	–	0.02%	225
2024 Q3	$31.6K	Hold	2,500	–	–	0.02%	230
2024 Q2	$33.5K	Hold	2,500	–	–	0.02%	237
2024 Q1	$29.4K	Hold	2,500	–	–	0.02%	240
2023 Q4	$24.2K	Hold	2,500	–	–	0.01%	246
2023 Q3	$24.6K	Hold	2,500	–	–	0.01%	242
2023 Q2	$21.5K	Hold	2,500	–	–	0.01%	250
2023 Q1	$20K	Hold	2,500	–	–	0.01%	249
2022 Q4	$20.1K	Buy	+2,500	New	+$15.9K	0.01%	258

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Perritt Capital Management's SMFG Position: Q4 2025 in Review

Perritt Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 2,500 shares — an estimated $41.9K sold.

Perritt Capital Management first reported a position in SMFG in Q4 2022 and held it in 12 quarters. The position peaked at $41.9K in Q3 2025. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

Perritt Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 2,500 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $41.9K.
Perritt Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's Sumitomo Mitsui Financial position peaked at $41.9K in Q3 2025.
423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.