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Silvercrest Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Silvercrest Asset Management’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
-242,300
Closed -$6.15M – 872
2025
Q1 		$6.15M Hold
242,300
– – 0.04% 379
2024
Q4 		$5.8M Buy
+242,300
New +$3.33M 0.04% 394

Other funds holding SMFG

Morgan Stanley
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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

Silvercrest Asset Management's SMFG Position: Q2 2025 in Review

Silvercrest Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 242,300 shares — an estimated $6.15M sold.

Silvercrest Asset Management first reported a position in SMFG in Q4 2024 and held it in 2 quarters. The position peaked at $6.15M in Q1 2025. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Silvercrest Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 242,300 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $6.15M.
  • Silvercrest Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 2 quarters.
  • Silvercrest Asset Management's Sumitomo Mitsui Financial position peaked at $6.15M in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Silvercrest Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.