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Waldron Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-38,868
Closed -$309K – 460
2024
Q3 		$309K Buy
+38,868
New +$513K 0.01% 323

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

Waldron Private Wealth's SMFG Position: Q4 2024 in Review

Waldron Private Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 38,868 shares — an estimated $309K sold.

Waldron Private Wealth first reported a position in SMFG in Q3 2024 and held it in 1 quarter. The position peaked at $309K in Q3 2024. 347 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • Waldron Private Wealth reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 38,868 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $309K.
  • Waldron Private Wealth first reported a position in Sumitomo Mitsui Financial in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Sumitomo Mitsui Financial position peaked at $309K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.