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Vanguard Capital Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Vanguard Capital Wealth Advisors’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
-25,047
Closed -$387K – 133
2025
Q1 		$387K Buy
25,047
+3,822
+18% +$58.1K 0.47% 49
2024
Q4 		$308K Sell
21,225
-15,316
-42% -$210K 0.34% 69
2024
Q3 		$462K Sell
36,541
-9,513
-21% -$126K 0.49% 52
2024
Q2 		$618K Buy
46,054
+3,491
+8% +$42.3K 0.42% 49
2024
Q1 		$501K Sell
42,563
-9,211
-18% -$98.8K 0.35% 65
2023
Q4 		$501K Buy
51,774
+1,559
+3% +$15.1K 0.41% 59
2023
Q3 		$495K Sell
50,215
-2,615
-5% -$24.2K 0.46% 55
2023
Q2 		$454K Buy
52,830
+6,650
+14% +$54.9K 0.41% 55
2023
Q1 		$369K Sell
46,180
-37,520
-45% -$318K 0.37% 65
2022
Q4 		$671K Buy
83,700
+62,924
+303% +$401K 0.78% 33
2022
Q3 		$114K Sell
20,776
-946
-4% -$5.71K 0.14% 98
2022
Q2 		$128K Sell
21,722
-927
-4% -$5.6K 0.14% 112
2022
Q1 		$142K Buy
22,649
+25
+0.1% +$178 0.1% 143
2021
Q4 		$154K Sell
22,624
-1,977
-8% -$13.4K 0.11% 137
2021
Q3 		$172 Buy
+24,601
New +$171K 0.12% 141

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

Vanguard Capital Wealth Advisors's SMFG Position: Q2 2025 in Review

Vanguard Capital Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 25,047 shares — an estimated $387K sold.

Vanguard Capital Wealth Advisors first reported a position in SMFG in Q3 2021 and held it in 15 quarters. The position peaked at $671K in Q4 2022. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Vanguard Capital Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 25,047 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $387K.
  • Vanguard Capital Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2021 and held it in 15 quarters.
  • Vanguard Capital Wealth Advisors's Sumitomo Mitsui Financial position peaked at $671K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.