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Prime Capital Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Prime Capital Investment Advisors’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 		$389K Sell
19,672
-1,241
-6% -$26.1K ﹤0.01% 749
2025
Q4 		$404K Buy
20,913
+279
+1% +$4.84K ﹤0.01% 712
2025
Q3 		$345K Buy
20,634
+8
+0% +$128 ﹤0.01% 758
2025
Q2 		$312K Sell
20,626
-1,803
-8% -$25.9K ﹤0.01% 752
2025
Q1 		$347K Buy
22,429
+1,691
+8% +$25.7K ﹤0.01% 791
2024
Q4 		$300K Sell
20,738
-278
-1% -$3.82K ﹤0.01% 727
2024
Q3 		$265K Buy
21,016
+395
+2% +$5.22K ﹤0.01% 770
2024
Q2 		$277K Sell
20,621
-192
-0.9% -$2.33K ﹤0.01% 750
2024
Q1 		$245K Sell
20,813
-95
-0.5% -$1.02K ﹤0.01% 845
2023
Q4 		$202K Buy
+20,908
New +$203K ﹤0.01% 878

Other funds holding SMFG

Morgan Stanley
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
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