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UMB Bank’s Sumitomo Mitsui Financial SMFG Stock Holding History

UMB Bank’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
2026
Q1 		$315K Sell
15,925
-127
-0.8% -$2.67K ﹤0.01% 581
2025
Q4 		$310K Hold
16,052
– – ﹤0.01% 577
2025
Q3 		$269K Sell
16,052
-845
-5% -$13.5K ﹤0.01% 547
2025
Q2 		$255K Sell
16,897
-8,383
-33% -$121K ﹤0.01% 539
2025
Q1 		$391K Sell
25,280
-2,612
-9% -$39.7K 0.01% 442
2024
Q4 		$404K Sell
27,892
-139
-0.5% -$1.91K 0.01% 429
2024
Q3 		$354K Sell
28,031
-305
-1% -$4.03K 0.01% 464
2024
Q2 		$380K Sell
28,336
-60
-0.2% -$727 0.01% 435
2024
Q1 		$334K Hold
28,396
– – 0.01% 475
2023
Q4 		$275K Sell
28,396
-1,729
-6% -$16.8K ﹤0.01% 514
2023
Q3 		$297K Buy
30,125
+26,920
+840% +$249K ﹤0.01% 486
2023
Q2 		$27.6K Hold
3,205
– – ﹤0.01% 1000
2023
Q1 		$25.6K Buy
3,205
+2,469
+335% +$20.9K ﹤0.01% 1017
2022
Q4 		$6K Sell
736
-4,756
-87% -$30.3K ﹤0.01% 1409
2022
Q3 		$30K Sell
5,492
-718
-12% -$4.33K ﹤0.01% 992
2022
Q2 		$37K Sell
6,210
-1,563
-20% -$9.44K ﹤0.01% 993
2022
Q1 		$49K Sell
7,773
-1
-0% -$7 ﹤0.01% 976
2021
Q4 		$53K Buy
+7,774
New +$52.7K ﹤0.01% 978

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return