AllianceBernstein
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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
Q2 		$2.05M Sell
103,811
-4,144
-4% -$92K ﹤0.01% 2034
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein's SMFG Position: Q2 2026 in Review

AllianceBernstein reduced its Sumitomo Mitsui Financial (SMFG) stake by 3.8% in Q2 2026, selling an estimated $92K and leaving 103,811 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

AllianceBernstein first reported a position in SMFG in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.09M in Q1 2026. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • AllianceBernstein held 103,811 shares of Sumitomo Mitsui Financial worth $2.05M as of Q2 2026.
  • AllianceBernstein sold 4,144 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $92K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #2034 holding.
  • AllianceBernstein first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 18 quarters since.
  • AllianceBernstein's Sumitomo Mitsui Financial position peaked at $2.09M in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.