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WrapManager Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

WrapManager Inc’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
Q3 		– Sell
-12,265
Closed -$185K – 203
2025
Q2 		$185K Sell
12,265
-1,080
-8% -$15.5K 0.05% 200
2025
Q1 		$206K Sell
13,345
-1,263
-9% -$19.2K 0.05% 201
2024
Q4 		$212K Buy
14,608
+1,190
+9% +$16.3K 0.05% 205
2024
Q3 		$169K Sell
13,418
-2,127
-14% -$28.1K 0.04% 231
2024
Q2 		$208K Sell
15,545
-2,933
-16% -$35.5K 0.06% 246
2024
Q1 		$217K Buy
18,478
+123
+0.7% +$1.32K 0.06% 259
2023
Q4 		$178K Buy
+18,355
New +$178K 0.05% 280
2019
Q3 		– Sell
-50,999
Closed -$360K – 288
2019
Q2 		$360K Sell
50,999
-509
-1% -$3.6K 0.12% 191
2019
Q1 		$362K Buy
51,508
+13,342
+35% +$95.4K 0.12% 188
2018
Q4 		$248K Sell
38,166
-14,810
-28% -$111K 0.09% 228
2018
Q3 		$425K Sell
52,976
-16,516
-24% -$131K 0.14% 175
2018
Q2 		$540K Sell
69,492
-1,427
-2% -$11.9K 0.18% 147
2018
Q1 		$603K Buy
70,919
+1,832
+3% +$16.4K 0.2% 115
2017
Q4 		$600K Sell
69,087
-719
-1% -$5.83K 0.2% 114
2017
Q3 		$538K Buy
69,806
+721
+1% +$5.5K 0.18% 121
2017
Q2 		$543K Buy
+69,085
New +$513K 0.19% 110
2016
Q1 		– Sell
-40,614
Closed -$308K – 174
2015
Q4 		$308K Buy
+40,614
New +$320K 0.15% 121

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
Northern Trust
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WrapManager Inc's SMFG Position: Q3 2025 in Review

WrapManager Inc sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 12,265 shares — an estimated $185K sold.

WrapManager Inc first reported a position in SMFG in Q4 2015 and held it in 17 quarters. The position peaked at $603K in Q1 2018. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • WrapManager Inc reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 12,265 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $185K.
  • WrapManager Inc first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 17 quarters.
  • WrapManager Inc's Sumitomo Mitsui Financial position peaked at $603K in Q1 2018.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.