TIM
SMFG icon

Tortoise Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-206
Closed -$3.45K – 1250
2025
Q3 		$3.45K Hold
206
– – ﹤0.01% 764
2025
Q2 		$3.11K Buy
+206
New +$2.96K ﹤0.01% 719

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tortoise Investment Management's SMFG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 206 shares — an estimated $3.45K sold.

Tortoise Investment Management first reported a position in SMFG in Q2 2025 and held it in 2 quarters. The position peaked at $3.45K in Q3 2025. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 206 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $3.45K.
  • Tortoise Investment Management first reported a position in Sumitomo Mitsui Financial in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Sumitomo Mitsui Financial position peaked at $3.45K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.