Axa

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return