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	–	607
2022 Q3	$70K	Buy	+12,671	New	+$76.4K	0.01%	564

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return