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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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return