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Aquatic Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aquatic Capital 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
Q2 		– Sell
-165,045
Closed -$3.26M – 1690
2026
Q1 		$3.26M Buy
+165,045
New +$3.47M 0.09% 272
2025
Q4 		– Sell
-3,655
Closed -$61.2K – 1742
2025
Q3 		$61.2K Buy
+3,655
New +$58.5K ﹤0.01% 1262
2025
Q1 		– Sell
-65,744
Closed -$953K – 1602
2024
Q4 		$953K Sell
65,744
-4,256
-6% -$58.5K 0.03% 561
2024
Q3 		$884K Buy
+70,000
New +$925K 0.02% 525
2024
Q2 		– Sell
-66,800
Closed -$786K – 1568
2024
Q1 		$786K Sell
66,800
-59,000
-47% -$633K 0.03% 440
2023
Q4 		$1.22M Buy
125,800
+104,700
+496% +$1.01M 0.03% 436
2023
Q3 		$208K Buy
+21,100
New +$195K 0.01% 666
2022
Q4 		– Sell
-8,500
Closed -$47K – 1790
2022
Q3 		$47K Buy
8,500
+4,200
+98% +$25.3K ﹤0.01% 888
2022
Q2 		$25K Buy
4,300
+2,100
+95% +$12.7K 0.01% 800
2022
Q1 		$14K Sell
2,200
-1,500
-41% -$10.7K 0.02% 590
2021
Q4 		$25K Buy
+3,700
New +$25.1K 0.05% 532

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

Aquatic Capital Management's SMFG Position: Q2 2026 in Review

Aquatic Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 165,045 shares — an estimated $3.26M sold.

Aquatic Capital Management first reported a position in SMFG in Q4 2021 and held it in 11 quarters. The position peaked at $3.26M in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Aquatic Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 165,045 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.26M.
  • Aquatic Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2021 and held it in 11 quarters.
  • Aquatic Capital Management's Sumitomo Mitsui Financial position peaked at $3.26M in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.