SQA
SMFG icon

Simon Quick Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Simon Quick Advisors’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
-19,332
Closed -$299K – 603
2025
Q1 		$299K Buy
19,332
+8,104
+72% +$123K 0.02% 444
2024
Q4 		$163K Buy
+11,228
New +$154K 0.01% 464
2019
Q3 		– Sell
-856
Closed -$6.04K – 503
2019
Q2 		$6.04K Buy
+856
New +$6.06K ﹤0.01% 269

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

Simon Quick Advisors's SMFG Position: Q2 2025 in Review

Simon Quick Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 19,332 shares — an estimated $299K sold.

Simon Quick Advisors first reported a position in SMFG in Q2 2019 and held it in 3 quarters. The position peaked at $299K in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Simon Quick Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 19,332 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $299K.
  • Simon Quick Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2019 and held it in 3 quarters.
  • Simon Quick Advisors's Sumitomo Mitsui Financial position peaked at $299K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.