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Prudent Man Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Prudent Man 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
Q1 		– Sell
-11,883
Closed -$172K – 179
2024
Q4 		$172K Hold
11,883
– – 0.06% 164
2024
Q3 		$150K Hold
11,883
– – 0.05% 177
2024
Q2 		$159K Sell
11,883
-1,148
-9% -$13.9K 0.06% 166
2024
Q1 		$153K Sell
13,031
-2,861
-18% -$30.7K 0.06% 173
2023
Q4 		$154K Sell
15,892
-3,026
-16% -$29.3K 0.06% 183
2023
Q3 		$186K Sell
18,918
-643
-3% -$5.95K 0.07% 175
2023
Q2 		$168K Hold
19,561
– – 0.06% 198
2023
Q1 		$156K Hold
19,561
– – 0.06% 191
2022
Q4 		$157K Buy
19,561
+5,769
+42% +$36.7K 0.06% 194
2022
Q3 		$76K Hold
13,792
– – 0.04% 166
2022
Q2 		$81K Sell
13,792
-1,716
-11% -$10.4K 0.04% 159
2022
Q1 		$97K Hold
15,508
– – 0.04% 184
2021
Q4 		$105K Sell
15,508
-4,165
-21% -$28.2K 0.04% 185
2021
Q3 		$138K Hold
19,673
– – 0.05% 205
2021
Q2 		$136K Buy
19,673
+614
+3% +$4.4K 0.05% 207
2021
Q1 		$138K Sell
19,059
-52
-0.3% -$362 0.06% 195
2020
Q4 		$118K Hold
19,111
– – 0.05% 181
2020
Q3 		$107K Sell
19,111
-283
-1% -$1.62K 0.06% 155
2020
Q2 		$109K Buy
+19,394
New +$105K 0.1% 147

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudent Man Advisors's SMFG Position: Q1 2025 in Review

Prudent Man Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 11,883 shares — an estimated $172K sold.

Prudent Man Advisors first reported a position in SMFG in Q2 2020 and held it in 19 quarters. The position peaked at $186K in Q3 2023. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Prudent Man Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 11,883 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $172K.
  • Prudent Man Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2020 and held it in 19 quarters.
  • Prudent Man Advisors's Sumitomo Mitsui Financial position peaked at $186K in Q3 2023.
  • 359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Prudent Man Advisors's 13F filing for Q1 2025, filed 1 May 2025.