Intergy Private Wealth, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History
Intergy Private Wealth, LLC
- $316 Million
- Q3 2025
A detailed history of Intergy Private Wealth, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 12,143 shares of SMFG stock, worth $212,259. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,143
Previous 11,011
10.28%
Holding current value
$212,259
Previous $166,000
22.29%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SMFG
# of Institutions
441Shares Held
103MCall Options Held
3.15MPut Options Held
18.8K-
Morgan Stanley New York, NY21.1MShares$369 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY10.8MShares$189 Million0.02% of portfolio
-
Black Rock Inc. New York, NY6.83MShares$119 Million0.0% of portfolio
-
Northern Trust Corp Chicago, IL5.74MShares$100 Million0.01% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA4.14MShares$72.4 Million0.46% of portfolio
About SUMITOMO MITSUI FINANCIAL GROUP, INC.
- Ticker SMFG
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 6,856,130,048
- Market Cap $120B
- Description
- Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...