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VA
Vident Advisory’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Vident Advisory’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
$5.13M
Buy
259,972
+71,902
+38%
+$1.51M
0.04%
348
2025
Q4
$3.64M
Sell
188,070
-6,776
-3%
-$117K
0.03%
404
2025
Q3
$3.26M
Buy
194,846
+24,449
+14%
+$392K
0.03%
418
2025
Q2
$2.57M
Buy
170,397
+59,259
+53%
+$852K
0.03%
437
2025
Q1
$1.72M
Buy
111,138
+19,927
+22%
+$303K
0.03%
529
2024
Q4
$1.32M
Sell
91,211
-5,342
-6%
-$73.4K
0.02%
544
2024
Q3
$1.22M
Buy
96,553
+8,007
+9%
+$106K
0.03%
558
2024
Q2
$1.19M
Buy
+88,546
New
+$1.07M
0.03%
534
2024
Q1
–
Sell
-84,013
Closed
-$813K
–
1398
2023
Q4
$813K
Buy
84,013
+5,429
+7%
+$52.6K
0.02%
618
2023
Q3
$774K
Buy
+78,584
New
+$727K
0.02%
577
Other funds holding SMFG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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