Prudential Financial
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Prudential Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-159,336
Closed -$2.01M – 2650
2024
Q3 		$2.01M Buy
159,336
+37,014
+30% +$489K ﹤0.01% 1494
2024
Q2 		$1.64M Buy
122,322
+25,704
+27% +$311K ﹤0.01% 1535
2024
Q1 		$1.14M Buy
96,618
+77,755
+412% +$834K ﹤0.01% 1752
2023
Q4 		$183K Sell
18,863
-505
-3% -$4.89K ﹤0.01% 2455
2023
Q3 		$191K Buy
19,368
+190
+1% +$1.76K ﹤0.01% 2400
2023
Q2 		$165K Buy
19,178
+5,604
+41% +$46.3K ﹤0.01% 2453
2023
Q1 		$109K Buy
13,574
+2,152
+19% +$18.2K ﹤0.01% 2445
2022
Q4 		$91.6K Sell
11,422
-783
-6% -$4.99K ﹤0.01% 2457
2022
Q3 		$69K Buy
12,205
+589
+5% +$3.55K ﹤0.01% 2539
2022
Q2 		$69K Sell
11,616
-4,196
-27% -$25.3K ﹤0.01% 2551
2022
Q1 		$100K Buy
15,812
+2,431
+18% +$17.3K ﹤0.01% 2549
2021
Q4 		$90K Sell
13,381
-6,564
-33% -$44.5K ﹤0.01% 2581
2021
Q3 		$144K Buy
19,945
+2,177
+12% +$15.2K ﹤0.01% 2506
2021
Q2 		$122K Buy
17,768
+1,144
+7% +$8.2K ﹤0.01% 2487
2021
Q1 		$121K Buy
16,624
+2,914
+21% +$20.3K ﹤0.01% 2439
2020
Q4 		$85K Buy
13,710
+2,193
+19% +$12.9K ﹤0.01% 2398
2020
Q3 		$64K Sell
11,517
-11,131
-49% -$63.8K ﹤0.01% 2385
2020
Q2 		$127K Buy
+22,648
New +$122K ﹤0.01% 2314
2019
Q3 		– Sell
-13,491
Closed -$95K – 2465
2019
Q2 		$95K Buy
13,491
+1,458
+12% +$10.3K ﹤0.01% 2402
2019
Q1 		$85K Buy
+12,033
New +$86K ﹤0.01% 2385

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial's SMFG Position: Q4 2024 in Review

Prudential Financial sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 159,336 shares — an estimated $2.01M sold.

Prudential Financial first reported a position in SMFG in Q1 2019 and held it in 20 quarters. The position peaked at $2.01M in Q3 2024. 347 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • Prudential Financial reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 159,336 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $2.01M.
  • Prudential Financial first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 20 quarters.
  • Prudential Financial's Sumitomo Mitsui Financial position peaked at $2.01M in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.