SVB Wealth’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,891
| Closed | -$230K | – | 1446 |
|
|
2025
Q1 | $230K | Sell |
14,891
-5,603
| -27% | -$85.2K | 0.01% | 295 |
|
|
2024
Q4 | $297K | Buy |
+20,494
| New | +$282K | 0.01% | 563 |
|
|
2024
Q3 | – | Sell |
-25,507
| Closed | -$342K | – | 509 |
|
|
2024
Q2 | $342K | Sell |
25,507
-4,502
| -15% | -$54.5K | 0.01% | 523 |
|
|
2024
Q1 | $353K | Sell |
30,009
-421
| -1% | -$4.52K | 0.01% | 580 |
|
|
2023
Q4 | $295K | Buy |
30,430
+450
| +2% | +$4.36K | 0.01% | 638 |
|
|
2023
Q3 | $295K | Sell |
29,980
-2,323
| -7% | -$21.5K | 0.01% | 616 |
|
|
2023
Q2 | $278K | Buy |
32,303
+563
| +2% | +$4.65K | 0.01% | 709 |
|
|
2023
Q1 | $254K | Buy |
31,740
+594
| +2% | +$5.03K | ﹤0.01% | 797 |
|
|
2022
Q4 | $250K | Sell |
31,146
-4,978
| -14% | -$31.7K | ﹤0.01% | 821 |
|
|
2022
Q3 | $199K | Buy |
36,124
+11,080
| +44% | +$66.8K | ﹤0.01% | 857 |
|
|
2022
Q2 | $148K | Sell |
25,044
-4,508
| -15% | -$27.2K | ﹤0.01% | 696 |
|
|
2022
Q1 | $186K | Sell |
29,552
-14,374
| -33% | -$102K | ﹤0.01% | 707 |
|
|
2021
Q4 | $298K | Sell |
43,926
-259,991
| -86% | -$1.76M | ﹤0.01% | 581 |
|
|
2021
Q3 | $2.13M | Buy |
303,917
+162,179
| +114% | +$1.13M | 0.03% | 251 |
|
|
2021
Q2 | $977K | Buy |
141,738
+45,977
| +48% | +$330K | 0.01% | 390 |
|
|
2021
Q1 | $694K | Buy |
95,761
+7,701
| +9% | +$53.6K | 0.01% | 440 |
|
|
2020
Q4 | $543K | Buy |
88,060
+20,974
| +31% | +$123K | 0.01% | 455 |
|
|
2020
Q3 | $375K | Buy |
67,086
+25,569
| +62% | +$147K | 0.01% | 476 |
|
|
2020
Q2 | $233K | Buy |
41,517
+21,589
| +108% | +$117K | ﹤0.01% | 513 |
|
|
2020
Q1 | $95K | Buy |
+19,928
| New | +$128K | ﹤0.01% | 497 |
|
|
2019
Q3 | – | Sell |
-15,214
| Closed | -$108K | – | 527 |
|
|
2019
Q2 | $108K | Buy |
15,214
+92
| +0.6% | +$651 | ﹤0.01% | 508 |
|
|
2019
Q1 | $106K | Sell |
15,122
-2,976
| -16% | -$21.3K | ﹤0.01% | 388 |
|
|
2018
Q4 | $117K | Sell |
18,098
-6,647
| -27% | -$49.6K | 0.01% | 388 |
|
|
2018
Q3 | $198K | Sell |
24,745
-2,198
| -8% | -$17.4K | 0.01% | 421 |
|
|
2018
Q2 | $209K | Sell |
26,943
-1,194
| -4% | -$9.92K | 0.01% | 414 |
|
|
2018
Q1 | $239K | Sell |
28,137
-5,844
| -17% | -$52.2K | 0.01% | 399 |
|
|
2017
Q4 | $295K | Buy |
33,981
+1,234
| +4% | +$10K | 0.01% | 397 |
|
|
2017
Q3 | $252K | Buy |
32,747
+2,752
| +9% | +$21K | 0.01% | 412 |
|
|
2017
Q2 | $236K | Buy |
29,995
+2,045
| +7% | +$15.2K | 0.01% | 436 |
|
|
2017
Q1 | $203K | Sell |
27,950
-2,556
| -8% | -$19.9K | 0.01% | 457 |
|
|
2016
Q4 | $233K | Sell |
30,506
-4,993
| -14% | -$36.3K | 0.01% | 446 |
|
|
2016
Q3 | $240K | Sell |
35,499
-14,620
| -29% | -$94.8K | 0.01% | 472 |
|
|
2016
Q2 | $287K | Sell |
50,119
-7,939
| -14% | -$48.5K | 0.01% | 434 |
|
|
2016
Q1 | $349K | Buy |
58,058
+403
| +0.7% | +$2.51K | 0.01% | 418 |
|
|
2015
Q4 | $438K | Sell |
57,655
-23,348
| -29% | -$184K | 0.02% | 391 |
|
|
2015
Q3 | $618K | Buy |
81,003
+12,134
| +18% | +$102K | 0.02% | 371 |
|
|
2015
Q2 | $612K | Buy |
68,869
+20,973
| +44% | +$182K | 0.02% | 401 |
|
|
2015
Q1 | $371K | Buy |
47,896
+6,659
| +16% | +$49.8K | 0.01% | 454 |
|
|
2014
Q4 | $300K | Buy |
+41,237
| New | +$313K | 0.01% | 467 |
|
Other funds holding SMFG
SVB Wealth's SMFG Position: Q2 2025 in Review
SVB Wealth sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2025, closing a stake of 14,891 shares — an estimated $230K sold.
SVB Wealth first reported a position in SMFG in Q4 2014 and held it in 39 quarters. The position peaked at $2.13M in Q3 2021. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.
- SVB Wealth reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2025 after selling out during the quarter.
- SVB Wealth sold 14,891 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2025, an estimated $230K.
- SVB Wealth first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2014 and held it in 39 quarters.
- SVB Wealth's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.13M in Q3 2021.
- 371 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2025.
Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.