AC
SMFG icon

AXQ Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

AXQ 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
2026
Q2 		– Sell
-28,928
Closed -$571K – 1318
2026
Q1 		$571K Buy
+28,928
New +$608K 0.07% 373
2024
Q2 		– Sell
-53,943
Closed -$635K – 708
2024
Q1 		$635K Sell
53,943
-29,057
-35% -$312K 0.15% 242
2023
Q4 		$803K Buy
+83,000
New +$805K 0.21% 167
2023
Q3 		– Sell
-10,856
Closed -$93.4K – 580
2023
Q2 		$93.4K Buy
+10,856
New +$89.7K 0.12% 241

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

AXQ Capital's SMFG Position: Q2 2026 in Review

AXQ Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 28,928 shares — an estimated $571K sold.

AXQ Capital first reported a position in SMFG in Q2 2023 and held it in 4 quarters. The position peaked at $803K in Q4 2023. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • AXQ Capital reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 28,928 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $571K.
  • AXQ Capital first reported a position in Sumitomo Mitsui Financial in Q2 2023 and held it in 4 quarters.
  • AXQ Capital's Sumitomo Mitsui Financial position peaked at $803K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.