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Van Hulzen Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-412
Closed -$5.97K – 971
2024
Q4 		$5.97K Buy
+412
New +$5.66K ﹤0.01% 830

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Van Hulzen Asset Management's SMFG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 412 shares — an estimated $5.97K sold.

Van Hulzen Asset Management first reported a position in SMFG in Q4 2024 and held it in 1 quarter. The position peaked at $5.97K in Q4 2024. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 412 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $5.97K.
  • Van Hulzen Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Sumitomo Mitsui Financial position peaked at $5.97K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.