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Schechter Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Schechter Investment 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 		$411K Sell
26,563
-8,540
-24% -$130K 0.03% 410
2024
Q4 		$509K Sell
35,103
-262
-0.7% -$3.6K 0.04% 382
2024
Q3 		$447K Buy
35,365
+220
+0.6% +$2.91K 0.03% 424
2024
Q2 		$471K Buy
35,145
+1,546
+5% +$18.7K 0.04% 384
2024
Q1 		$395K Buy
33,599
+3,239
+11% +$34.7K 0.03% 435
2023
Q4 		$294K Sell
30,360
-42,348
-58% -$411K 0.03% 467
2023
Q3 		$716K Buy
72,708
+2,019
+3% +$18.7K 0.07% 275
2023
Q2 		$608K Sell
70,689
-651
-0.9% -$5.38K 0.05% 341
2023
Q1 		$571K Sell
71,340
-19,130
-21% -$162K 0.05% 383
2022
Q4 		$726K Sell
90,470
-1,472
-2% -$9.38K 0.07% 388
2022
Q3 		$506K Buy
91,942
+19,496
+27% +$118K 0.05% 505
2022
Q2 		$428K Sell
72,446
-4,361
-6% -$26.3K 0.04% 578
2022
Q1 		$482K Sell
76,807
-1,819
-2% -$13K 0.04% 543
2021
Q4 		$534K Buy
+78,626
New +$533K 0.05% 485

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

Schechter Investment Advisors's SMFG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 24% in Q1 2025, selling an estimated $130K and leaving 26,563 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #410.

Schechter Investment Advisors first reported a position in SMFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $726K in Q4 2022. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Schechter Investment Advisors held 26,563 shares of Sumitomo Mitsui Financial worth $411K as of Q1 2025.
  • Schechter Investment Advisors sold 8,540 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $130K.
  • Sumitomo Mitsui Financial made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #410 holding.
  • Schechter Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Sumitomo Mitsui Financial position peaked at $726K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

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