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Provenance Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Provenance Wealth 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
2025
Q2 		– Sell
-49
Closed -$758 – 529
2025
Q1 		$758 Hold
49
– – ﹤0.01% 491
2024
Q4 		$710 Hold
49
– – ﹤0.01% 519
2024
Q3 		$619 Hold
49
– – ﹤0.01% 569
2024
Q2 		$657 Hold
49
– – ﹤0.01% 484
2024
Q1 		$577 Hold
49
– – ﹤0.01% 520
2023
Q4 		$474 Sell
49
-1
-2% -$10 ﹤0.01% 577
2023
Q3 		$493 Buy
+50
New +$462 ﹤0.01% 462

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Provenance Wealth Advisors's SMFG Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 49 shares — an estimated $758 sold.

Provenance Wealth Advisors first reported a position in SMFG in Q3 2023 and held it in 7 quarters. The position peaked at $758 in Q1 2025. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 49 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $758.
  • Provenance Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Sumitomo Mitsui Financial position peaked at $758 in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.