Modern Wealth Management, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,016 shares of SMFG stock, worth $262,479. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,016
Previous 18,756
19.94%
Holding current value
$262,479
Previous $283,000
88724.38%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SMFG
# of Institutions
440Shares 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...