Acadian Asset Management
SMFG icon

Acadian Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Acadian Asset Management’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
2026
Q1 		– Sell
-19,259
Closed -$372K – 2237
2025
Q4 		$372K Sell
19,259
-19,290
-50% -$334K ﹤0.01% 1390
2025
Q3 		$645K Hold
38,549
– – ﹤0.01% 1158
2025
Q2 		$581K Sell
38,549
-1,025
-3% -$14.7K ﹤0.01% 1107
2025
Q1 		$610K Buy
39,574
+30,506
+336% +$464K ﹤0.01% 1044
2024
Q4 		$131K Buy
+9,068
New +$125K ﹤0.01% 1322
2020
Q2 		– Sell
-14,767
Closed -$71K – 2328
2020
Q1 		$71K Sell
14,767
-14,558
-50% -$93.8K ﹤0.01% 1434
2019
Q4 		$217K Buy
29,325
+10,361
+55% +$74.5K ﹤0.01% 1274
2019
Q3 		$130K Hold
18,964
– – ﹤0.01% 1424
2019
Q2 		$134K Hold
18,964
– – ﹤0.01% 1321
2019
Q1 		$133K Buy
18,964
+9,326
+97% +$66.7K ﹤0.01% 1451
2018
Q4 		$63K Buy
+9,638
New +$71.9K ﹤0.01% 1380
2015
Q3 		– Sell
-13,436
Closed -$119K – 1418
2015
Q2 		$119K Buy
+13,436
New +$117K ﹤0.01% 991
2014
Q4 		– Sell
-7,554
Closed -$62K – 1323
2014
Q3 		$62K Sell
7,554
-6,201
-45% -$50.8K ﹤0.01% 864
2014
Q2 		$117K Sell
13,755
-10,237
-43% -$84.3K ﹤0.01% 848
2014
Q1 		$208K Sell
23,992
-75
-0.3% -$702 ﹤0.01% 776
2013
Q4 		$252K Buy
24,067
+13,794
+134% +$137K ﹤0.01% 779
2013
Q3 		$100K Hold
10,273
– – ﹤0.01% 811
2013
Q2 		$95K Buy
+10,273
New +$91.7K ﹤0.01% 742

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acadian Asset Management's SMFG Position: Q1 2026 in Review

Acadian Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 19,259 shares — an estimated $372K sold.

Acadian Asset Management first reported a position in SMFG in Q2 2013 and held it in 18 quarters. The position peaked at $645K in Q3 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Acadian Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Acadian Asset Management sold 19,259 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $372K.
  • Acadian Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 18 quarters.
  • Acadian Asset Management's Sumitomo Mitsui Financial position peaked at $645K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.