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Principal Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Principal Securities’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 		$1.74M Sell
88,242
-2,536
-3% -$53.3K 0.03% 545
2025
Q4 		$1.75M Buy
90,778
+20,239
+29% +$351K 0.03% 525
2025
Q3 		$1.18M Sell
70,539
-37,962
-35% -$608K 0.02% 621
2025
Q2 		$1.64M Buy
108,501
+12,325
+13% +$177K 0.03% 470
2025
Q1 		$1.39M Hold
96,176
– – 0.03% 447
2024
Q4 		$1.39M Buy
96,176
+16,316
+20% +$224K 0.03% 447
2024
Q3 		$1.01M Buy
79,860
+19,519
+32% +$258K 0.02% 524
2024
Q2 		$809K Buy
60,341
+9,196
+18% +$111K 0.02% 538
2024
Q1 		$602K Buy
51,145
+47,652
+1,364% +$511K 0.02% 596
2023
Q4 		$33.8K Buy
+3,493
New +$33.9K ﹤0.01% 1659

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