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Pitcairn’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pitcairn’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
-24,606
Closed -$412K – 486
2025
Q3 		$412K Sell
24,606
-5,806
-19% -$93K 0.03% 400
2025
Q2 		$460K Sell
30,412
-7,151
-19% -$103K 0.03% 426
2025
Q1 		$581K Buy
37,563
+3,430
+10% +$52.2K 0.04% 388
2024
Q4 		$495K Buy
34,133
+876
+3% +$12K 0.03% 439
2024
Q3 		$420K Sell
33,257
-2,774
-8% -$36.6K 0.02% 490
2024
Q2 		$483K Buy
36,031
+3,751
+12% +$45.4K 0.03% 453
2024
Q1 		$380K Sell
32,280
-725
-2% -$7.78K 0.02% 504
2023
Q4 		$319K Buy
33,005
+16,372
+98% +$159K 0.02% 524
2023
Q3 		$164K Buy
16,633
+501
+3% +$4.63K 0.01% 614
2023
Q2 		$139K Buy
16,132
+3,430
+27% +$28.3K 0.01% 640
2023
Q1 		$102K Buy
+12,702
New +$107K 0.01% 591
2022
Q4 		– Sell
-12,671
Closed -$70K – 606
2022
Q3 		$70K Buy
+12,671
New +$76.4K 0.01% 564

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pitcairn's SMFG Position: Q4 2025 in Review

Pitcairn sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 24,606 shares — an estimated $412K sold.

Pitcairn first reported a position in SMFG in Q3 2022 and held it in 12 quarters. The position peaked at $581K in Q1 2025. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Pitcairn reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 24,606 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $412K.
  • Pitcairn first reported a position in Sumitomo Mitsui Financial in Q3 2022 and held it in 12 quarters.
  • Pitcairn's Sumitomo Mitsui Financial position peaked at $581K in Q1 2025.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.