SA
SMFG icon

Shilanski & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Shilanski & Associates’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
Q3 		$243K Sell
14,526
-13
-0.1% -$208 0.06% 97
2025
Q2 		$220K Sell
14,539
-93
-0.6% -$1.34K 0.06% 99
2025
Q1 		$226K Sell
14,632
-1,557
-10% -$23.7K 0.07% 92
2024
Q4 		$235K Sell
16,189
-858
-5% -$11.8K 0.08% 91
2024
Q3 		$215K Sell
17,047
-263
-2% -$3.47K 0.07% 95
2024
Q2 		$232K Sell
17,310
-192
-1% -$2.33K 0.08% 88
2024
Q1 		$206K Buy
+17,502
New +$188K 0.07% 98

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Shilanski & Associates's SMFG Position: Q3 2025 in Review

Shilanski & Associates reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.09% in Q3 2025, selling an estimated $208 and leaving 14,526 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #97.

Shilanski & Associates first reported a position in SMFG in Q1 2024 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Shilanski & Associates held 14,526 shares of Sumitomo Mitsui Financial worth $243K as of Q3 2025.
  • Shilanski & Associates sold 13 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $208.
  • Sumitomo Mitsui Financial made up 0.06% of Shilanski & Associates's portfolio in Q3 2025, its #97 holding.
  • Shilanski & Associates first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 7 quarters since.
  • 396 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.