Axa
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Axa’s Sumitomo Mitsui Financial SMFG Stock Holding History

Axa’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
Q3 		– Sell
-8,000
Closed -$121K – 875
2025
Q2 		$121K Hold
8,000
– – ﹤0.01% 1100
2025
Q1 		$124K Buy
8,000
+648
+9% +$9.86K ﹤0.01% 1035
2024
Q4 		$107K Hold
7,352
– – ﹤0.01% 1047
2024
Q3 		$92.9K Sell
7,352
-1,848
-20% -$24.4K ﹤0.01% 1068
2024
Q2 		$123K Buy
9,200
+2,081
+29% +$25.2K ﹤0.01% 1034
2024
Q1 		$83.8K Buy
7,119
+1,302
+22% +$14K ﹤0.01% 1043
2023
Q4 		$56.3K Buy
5,817
+1,222
+27% +$11.8K ﹤0.01% 1049
2023
Q3 		$45.3K Sell
4,595
-190
-4% -$1.76K ﹤0.01% 1048
2023
Q2 		$41.2K Hold
4,785
– – ﹤0.01% 1066
2023
Q1 		$38.3K Sell
4,785
-106
-2% -$897 ﹤0.01% 1092
2022
Q4 		$39.2K Sell
4,891
-620
-11% -$3.95K ﹤0.01% 1119
2022
Q3 		$30.3K Buy
+5,511
New +$33.2K ﹤0.01% 1120
2021
Q1 		– Sell
-4,953
Closed -$31K – 1322
2020
Q4 		$31K Buy
4,953
+295
+6% +$1.73K ﹤0.01% 1237
2020
Q3 		$26K Buy
+4,658
New +$26.7K ﹤0.01% 1246

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Axa's SMFG Position: Q3 2025 in Review

Axa sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 8,000 shares — an estimated $121K sold.

Axa first reported a position in SMFG in Q3 2020 and held it in 14 quarters. The position peaked at $124K in Q1 2025. 396 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Axa reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
  • Axa sold 8,000 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $121K.
  • Axa first reported a position in Sumitomo Mitsui Financial in Q3 2020 and held it in 14 quarters.
  • Axa's Sumitomo Mitsui Financial position peaked at $124K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.