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AllianceBernstein’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
AllianceBernstein’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
$2.09M
Buy
+107,955
New
+$2.27M
﹤0.01%
1976
2019
Q4
–
Sell
-13,961
Closed
-$95K
–
3143
2019
Q3
$95K
Sell
13,961
-1,003
-7%
-$6.85K
﹤0.01%
3088
2019
Q2
$106K
Sell
14,964
-1,347
-8%
-$9.54K
﹤0.01%
3073
2019
Q1
$115K
Sell
16,311
-1,612
-9%
-$11.5K
﹤0.01%
2998
2018
Q4
$117K
Buy
+17,923
New
+$134K
﹤0.01%
2982
2016
Q2
–
Sell
-39,766
Closed
-$239K
–
2988
2016
Q1
$239K
Sell
39,766
-27,117
-41%
-$169K
﹤0.01%
2660
2015
Q4
$508K
Sell
66,883
-12,659
-16%
-$99.6K
﹤0.01%
2450
2015
Q3
$607K
Buy
79,542
+5,746
+8%
+$48.3K
﹤0.01%
2411
2015
Q2
$656K
Sell
73,796
-6,178
-8%
-$53.6K
﹤0.01%
2486
2015
Q1
$619K
Sell
79,974
-2,197
-3%
-$16.4K
﹤0.01%
2401
2014
Q4
$598K
Sell
82,171
-5,344
-6%
-$40.6K
﹤0.01%
2454
2014
Q3
$718K
Sell
87,515
-22,866
-21%
-$187K
﹤0.01%
2381
2014
Q2
$935K
Buy
110,381
+4,355
+4%
+$35.9K
﹤0.01%
2290
2014
Q1
$917K
Buy
106,026
+18,353
+21%
+$172K
﹤0.01%
2203
2013
Q4
$920K
Sell
87,673
-28,383
-24%
-$282K
﹤0.01%
2202
2013
Q3
$1.13M
Sell
116,056
-1,685
-1%
-$16K
﹤0.01%
2069
2013
Q2
$1.09M
Buy
+117,741
New
+$1.05M
﹤0.01%
2031
Other funds holding SMFG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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