Sierra Ocean’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sierra Ocean’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	–	Sell	-5,616	Closed	-$84.9K	–	801
2025 Q2	$84.9K	Sell	5,616 -180	-3%	-$2.59K	0.06%	122
2025 Q1	$89.6K	Sell	5,796 -106	-2%	-$1.61K	0.07%	106
2024 Q4	$85.5K	Buy	+5,902	New	+$81.1K	0.07%	108

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sierra Ocean's SMFG Position: Q3 2025 in Review

Sierra Ocean sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 5,616 shares — an estimated $84.9K sold.

Sierra Ocean first reported a position in SMFG in Q4 2024 and held it in 3 quarters. The position peaked at $89.6K in Q1 2025. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

Sierra Ocean reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 5,616 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $84.9K.
Sierra Ocean first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Sumitomo Mitsui Financial position peaked at $89.6K in Q1 2025.
395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.