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Seven Mile Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Seven Mile Advisory’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
Q2 		– Sell
-10,029
Closed -$155K – 187
2025
Q1 		$155K Buy
+10,029
New +$153K 0.1% 168
2024
Q4 		– Sell
-10,539
Closed -$133K – 181
2024
Q3 		$133K Buy
10,539
+44
+0.4% +$581 0.09% 167
2024
Q2 		$141K Buy
10,495
+339
+3% +$4.11K 0.1% 150
2024
Q1 		$120K Hold
10,156
– – 0.09% 154
2023
Q4 		$98.3K Buy
10,156
+81
+0.8% +$785 0.09% 144
2023
Q3 		$99.2K Buy
10,075
+58
+0.6% +$536 0.1% 123
2023
Q2 		$86.1K Buy
+10,017
New +$82.8K 0.1% 109

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Seven Mile Advisory's SMFG Position: Q2 2025 in Review

Seven Mile Advisory sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 10,029 shares — an estimated $155K sold.

Seven Mile Advisory first reported a position in SMFG in Q2 2023 and held it in 7 quarters. The position peaked at $155K in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Seven Mile Advisory reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Seven Mile Advisory sold 10,029 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $155K.
  • Seven Mile Advisory first reported a position in Sumitomo Mitsui Financial in Q2 2023 and held it in 7 quarters.
  • Seven Mile Advisory's Sumitomo Mitsui Financial position peaked at $155K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Seven Mile Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.