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TownSquare Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

TownSquare Capital’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
-85,910
Closed -$1.33M – 1445
2025
Q1 		$1.33M Buy
85,910
+3,425
+4% +$52.1K 0.01% 737
2024
Q4 		$1.2M Buy
82,485
+3,531
+4% +$48.5K 0.01% 709
2024
Q3 		$997K Buy
78,954
+22,816
+41% +$301K 0.01% 724
2024
Q2 		$753K Buy
56,138
+58
+0.1% +$703 0.01% 752
2024
Q1 		$660K Buy
56,080
+7,352
+15% +$78.9K 0.01% 770
2023
Q4 		$472K Buy
+48,728
New +$472K 0.01% 797

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

TownSquare Capital's SMFG Position: Q2 2025 in Review

TownSquare Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 85,910 shares — an estimated $1.33M sold.

TownSquare Capital first reported a position in SMFG in Q4 2023 and held it in 6 quarters. The position peaked at $1.33M in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • TownSquare Capital reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 85,910 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $1.33M.
  • TownSquare Capital first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 6 quarters.
  • TownSquare Capital's Sumitomo Mitsui Financial position peaked at $1.33M in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.