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Zions Bancorporation’s Sumitomo Mitsui Financial SMFG Stock Holding History

Zions Bancorporation’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 		$39.7K Sell
2,737
-612
-18% -$8.41K ﹤0.01% 440
2024
Q3 		$42.3K Sell
3,349
-609
-15% -$8.04K ﹤0.01% 445
2024
Q2 		$53.1K Sell
3,958
-688
-15% -$8.33K ﹤0.01% 434
2024
Q1 		$54.7K Sell
4,646
-97
-2% -$1.04K ﹤0.01% 418
2023
Q4 		$45.9K Sell
4,743
-41,063
-90% -$398K ﹤0.01% 424
2023
Q3 		$451K Buy
45,806
+9,033
+25% +$83.6K 0.04% 252
2023
Q2 		$316K Buy
36,773
+2,171
+6% +$17.9K 0.03% 274
2023
Q1 		$277K Sell
34,602
-11,426
-25% -$96.7K 0.02% 286
2022
Q4 		$369K Sell
46,028
-1,065
-2% -$6.78K 0.03% 266
2022
Q3 		$259K Buy
47,093
+10,617
+29% +$64K 0.03% 284
2022
Q2 		$215K Buy
36,476
+5,283
+17% +$31.9K 0.02% 305
2022
Q1 		$196K Buy
31,193
+9,199
+42% +$65.5K 0.02% 325
2021
Q4 		$149K Buy
21,994
+10,838
+97% +$73.4K 0.01% 332
2021
Q3 		$78K Buy
11,156
+6,717
+151% +$46.7K 0.01% 405
2021
Q2 		$31K Sell
4,439
-138
-3% -$989 ﹤0.01% 498
2021
Q1 		$33K Sell
4,577
-2,911
-39% -$20.3K ﹤0.01% 475
2020
Q4 		$46K Sell
7,488
-202
-3% -$1.19K 0.01% 409
2020
Q3 		$43K Sell
7,690
-372
-5% -$2.13K 0.01% 402
2020
Q2 		$45K Buy
8,062
+3,188
+65% +$17.2K 0.01% 360
2020
Q1 		$23K Sell
4,874
-1,554
-24% -$10K ﹤0.01% 429
2019
Q4 		$48K Sell
6,428
-463
-7% -$3.33K 0.01% 417
2019
Q3 		$47K Sell
6,891
-212
-3% -$1.45K 0.01% 432
2019
Q2 		$50K Sell
7,103
-1,473
-17% -$10.4K 0.01% 386
2019
Q1 		$60K Buy
8,576
+38
+0.4% +$272 0.01% 376
2018
Q4 		$56K Buy
8,538
+927
+12% +$6.92K 0.04% 156
2018
Q3 		$61K Buy
7,611
+110
+1% +$869 0.01% 301
2018
Q2 		$58K Buy
+7,501
New +$62.3K 0.04% 160
2018
Q1 		– Sell
-7,986
Closed -$69K – 668
2017
Q4 		$69K Hold
7,986
– – 0.01% 301
2017
Q3 		$62K Buy
7,986
+7,303
+1,069% +$55.7K 0.01% 523
2017
Q2 		$5K Sell
683
-286
-30% -$2.13K ﹤0.01% 446
2017
Q1 		$7K Sell
969
-4,985
-84% -$38.7K ﹤0.01% 450
2016
Q4 		$46K Sell
5,954
-529
-8% -$3.84K 0.01% 252
2016
Q3 		$44K Buy
6,483
+2,858
+79% +$18.5K 0.01% 249
2016
Q2 		$21K Sell
3,625
-2,002
-36% -$12.2K ﹤0.01% 324
2016
Q1 		$35K Sell
5,627
-582
-9% -$3.63K 0.01% 296
2015
Q4 		$35K Sell
6,209
-1,089
-15% -$8.57K 0.01% 258
2015
Q3 		$59K Buy
+7,298
New +$61.3K 0.01% 194
2015
Q2 		– Sell
-7,371
Closed -$57K – 662
2015
Q1 		$57K Buy
+7,371
New +$55.1K 0.01% 212

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

Zions Bancorporation's SMFG Position: Q4 2024 in Review

Zions Bancorporation reduced its Sumitomo Mitsui Financial (SMFG) stake by 18% in Q4 2024, selling an estimated $8.41K and leaving 2,737 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Zions Bancorporation first reported a position in SMFG in Q1 2015 and has held it in 38 quarters since. The position peaked at $451K in Q3 2023. 348 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • Zions Bancorporation held 2,737 shares of Sumitomo Mitsui Financial worth $39.7K as of Q4 2024.
  • Zions Bancorporation sold 612 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $8.41K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #440 holding.
  • Zions Bancorporation first reported a position in Sumitomo Mitsui Financial in Q1 2015 and has held it in 38 quarters since.
  • Zions Bancorporation's Sumitomo Mitsui Financial position peaked at $451K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.