Personal CFO Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Personal CFO Solutions’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	$391K	Buy	19,777 +1,223	+7%	+$25.7K	0.05%	303
2025 Q4	$359K	Buy	18,554 +1,236	+7%	+$21.4K	0.06%	310
2025 Q3	$290K	Buy	17,318 +1,104	+7%	+$17.7K	0.05%	358
2025 Q2	$245K	Buy	16,214 +1,724	+12%	+$24.8K	0.05%	395
2025 Q1	$224K	Sell	14,490 -268	-2%	-$4.08K	0.05%	398
2024 Q4	$214K	Sell	14,758 -135	-0.9%	-$1.85K	0.04%	429
2024 Q3	$188K	Buy	14,893 +825	+6%	+$10.9K	0.03%	547
2024 Q2	$189K	Buy	14,068 +441	+3%	+$5.34K	0.03%	514
2024 Q1	$160K	Sell	13,627 -2,042	-13%	-$21.9K	0.03%	532
2023 Q4	$152K	Buy	+15,669	New	+$152K	0.03%	499

Other funds holding SMFG

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 New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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