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Traub Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Traub Capital 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
Q3 		– Sell
-170
Closed -$2.57K – 467
2025
Q2 		$2.57K Buy
+170
New +$2.44K ﹤0.01% 476

Other funds holding SMFG

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Traub Capital Management's SMFG Position: Q3 2025 in Review

Traub Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 170 shares — an estimated $2.57K sold.

Traub Capital Management first reported a position in SMFG in Q2 2025 and held it in 1 quarter. The position peaked at $2.57K in Q2 2025. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Traub Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
  • Traub Capital Management sold 170 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $2.57K.
  • Traub Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2025 and held it in 1 quarter.
  • Traub Capital Management's Sumitomo Mitsui Financial position peaked at $2.57K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Traub Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.