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Seeds Investor’s Sumitomo Mitsui Financial SMFG Stock Holding History

Seeds Investor’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 		$485K Sell
22,817
-992
-4% -$20.8K 0.07% 201
2025
Q4 		$460K Sell
23,809
-1,210
-5% -$21K 0.09% 132
2025
Q3 		$419K Buy
25,019
+927
+4% +$14.8K 0.09% 139
2025
Q2 		$364K Sell
24,092
-1,836
-7% -$26.4K 0.09% 148
2025
Q1 		$401K Buy
25,928
+629
+2% +$9.57K 0.11% 132
2024
Q4 		$367K Buy
25,299
+2,914
+13% +$40K 0.1% 142
2024
Q3 		$283K Buy
22,385
+1,688
+8% +$22.3K 0.11% 182
2024
Q2 		$278K Buy
20,697
+2,607
+14% +$31.6K 0.14% 153
2024
Q1 		$213K Buy
18,090
+757
+4% +$8.12K 0.2% 154
2023
Q4 		$168K Buy
+17,333
New +$168K 0.19% 141

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