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West Branch Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

West Branch Capital’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
-8
Closed -$122 – 525
2025
Q1 		$122 Hold
8
– – ﹤0.01% 509
2024
Q4 		$114 Hold
8
– – ﹤0.01% 520
2024
Q3 		$99 Buy
+8
New +$106 ﹤0.01% 544

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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

West Branch Capital's SMFG Position: Q2 2025 in Review

West Branch Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 8 shares — an estimated $122 sold.

West Branch Capital first reported a position in SMFG in Q3 2024 and held it in 3 quarters. The position peaked at $122 in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • West Branch Capital reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 8 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $122.
  • West Branch Capital first reported a position in Sumitomo Mitsui Financial in Q3 2024 and held it in 3 quarters.
  • West Branch Capital's Sumitomo Mitsui Financial position peaked at $122 in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.