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Savant Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Savant Capital’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 		$580K Buy
29,363
+5,642
+24% +$119K ﹤0.01% 835
2025
Q4 		$459K Buy
23,721
+6,102
+35% +$106K ﹤0.01% 872
2025
Q3 		$295K Buy
17,619
+85
+0.5% +$1.36K ﹤0.01% 1039
2025
Q2 		$265K Sell
17,534
-1,319
-7% -$19K ﹤0.01% 1003
2025
Q1 		$291K Sell
18,853
-922
-5% -$14K ﹤0.01% 851
2024
Q4 		$287K Buy
19,775
+8,778
+80% +$121K ﹤0.01% 1136
2024
Q3 		$139K Sell
10,997
-4,130
-27% -$54.5K ﹤0.01% 1321
2024
Q2 		$203K Buy
+15,127
New +$183K ﹤0.01% 1135

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