Arrowstreet Capital
SMFG icon

Arrowstreet Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Arrowstreet Capital’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
2025
Q1 		– Sell
-409,579
Closed -$5.93M – 2001
2024
Q4 		$5.93M Sell
409,579
-1,341,603
-77% -$18.4M ﹤0.01% 962
2024
Q3 		$154K Buy
1,751,182
+1,350,546
+337% +$17.8M ﹤0.01% 1667
2024
Q2 		$5.37M Buy
400,636
+380,950
+1,935% +$4.61M ﹤0.01% 812
2024
Q1 		$232K Buy
+19,686
New +$211K ﹤0.01% 1563
2023
Q3 		– Sell
-870,816
Closed -$7.49M – 1407
2023
Q2 		$7.49M Buy
870,816
+23,917
+3% +$198K 0.01% 560
2023
Q1 		$6.78M Sell
846,899
-2,226,225
-72% -$18.8M 0.01% 630
2022
Q4 		$24.6M Sell
3,073,124
-1,488,947
-33% -$9.48M 0.03% 348
2022
Q3 		$25.1M Sell
4,562,071
-1,290,778
-22% -$7.78M 0.04% 334
2022
Q2 		$34.5M Buy
5,852,849
+3,294,864
+129% +$19.9M 0.05% 270
2022
Q1 		$16M Buy
2,557,985
+2,149,935
+527% +$15.3M 0.02% 441
2021
Q4 		$2.77M Buy
+408,050
New +$2.76M ﹤0.01% 948
2021
Q3 		– Sell
-128,432
Closed -$885K – 1838
2021
Q2 		$885K Sell
128,432
-282,749
-69% -$2.03M ﹤0.01% 1567
2021
Q1 		$2.98M Sell
411,181
-127,410
-24% -$887K ﹤0.01% 1405
2020
Q4 		$3.32M Sell
538,591
-829,078
-61% -$4.86M ﹤0.01% 1395
2020
Q3 		$7.64M Sell
1,367,669
-251,260
-16% -$1.44M 0.01% 963
2020
Q2 		$9.1M Buy
1,618,929
+688,895
+74% +$3.72M 0.02% 813
2020
Q1 		$4.46M Buy
+930,034
New +$5.99M 0.01% 779
2018
Q4 		– Sell
-26,000
Closed -$209K – 1496
2018
Q3 		$209K Buy
+26,000
New +$205K ﹤0.01% 1015
2017
Q4 		– Sell
-265,023
Closed -$2.04M – 1383
2017
Q3 		$2.04M Sell
265,023
-1,140,198
-81% -$8.69M 0.01% 692
2017
Q2 		$11M Sell
1,405,221
-950,060
-40% -$7.06M 0.03% 345
2017
Q1 		$17.1M Buy
+2,355,281
New +$18.3M 0.06% 292
2015
Q3 		– Sell
-80,000
Closed -$711K – 1482
2015
Q2 		$711K Buy
+80,000
New +$695K ﹤0.01% 904
2015
Q1 		– Sell
-517,493
Closed -$3.77M – 1206
2014
Q4 		$3.77M Buy
+517,493
New +$3.93M 0.02% 537

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital's SMFG Position: Q1 2025 in Review

Arrowstreet Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 409,579 shares — an estimated $5.93M sold.

Arrowstreet Capital first reported a position in SMFG in Q4 2014 and held it in 23 quarters. The position peaked at $34.5M in Q2 2022. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Arrowstreet Capital reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • Arrowstreet Capital sold 409,579 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $5.93M.
  • Arrowstreet Capital first reported a position in Sumitomo Mitsui Financial in Q4 2014 and held it in 23 quarters.
  • Arrowstreet Capital's Sumitomo Mitsui Financial position peaked at $34.5M in Q2 2022.
  • 358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Arrowstreet Capital's 13F filing for Q1 2025, filed 14 May 2025.