SWP
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Stratos Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-12,241
Closed -$177K – 1492
2024
Q4 		$177K Buy
+12,241
New +$168K ﹤0.01% 1369
2024
Q3 		– Sell
-15,358
Closed -$206K – 1513
2024
Q2 		$206K Buy
15,358
+442
+3% +$5.35K ﹤0.01% 1262
2024
Q1 		$176K Buy
+14,916
New +$160K ﹤0.01% 1295
2018
Q4 		– Sell
-310
Closed -$2K – 2236
2018
Q3 		$2K Buy
+310
New +$2.45K ﹤0.01% 2738
2018
Q2 		– Sell
-904
Closed -$8K – 2322
2018
Q1 		$8K Buy
904
+393
+77% +$3.51K ﹤0.01% 2425
2017
Q4 		$4K Buy
+511
New +$4.14K ﹤0.01% 2468

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's SMFG Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 12,241 shares — an estimated $177K sold.

Stratos Wealth Partners first reported a position in SMFG in Q4 2017 and held it in 6 quarters. The position peaked at $206K in Q2 2024. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,241 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $177K.
  • Stratos Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 6 quarters.
  • Stratos Wealth Partners's Sumitomo Mitsui Financial position peaked at $206K in Q2 2024.
  • 358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.