Balyasny Asset Management
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Balyasny Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Balyasny Asset 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
2025
Q4 		– Sell
-110,960
Closed -$1.86M – 3510
2025
Q3 		$1.86M Buy
+110,960
New +$1.78M ﹤0.01% 1835
2023
Q3 		– Sell
-11,839
Closed -$102K – 2690
2023
Q2 		$102K Sell
11,839
-358
-3% -$2.96K ﹤0.01% 2115
2023
Q1 		$97.6K Sell
12,197
-3,254
-21% -$27.5K ﹤0.01% 2316
2022
Q4 		$124K Sell
15,451
-45,785
-75% -$292K ﹤0.01% 2218
2022
Q3 		$337K Buy
+61,236
New +$369K ﹤0.01% 2156
2020
Q1 		– Sell
-25,007
Closed -$185K – 1489
2019
Q4 		$185K Sell
25,007
-39,086
-61% -$281K ﹤0.01% 1108
2019
Q3 		$438K Buy
64,093
+32,555
+103% +$222K ﹤0.01% 965
2019
Q2 		$223K Buy
+31,538
New +$223K ﹤0.01% 1387
2017
Q2 		– Sell
-14,892
Closed -$108K – 1715
2017
Q1 		$108K Buy
+14,892
New +$116K ﹤0.01% 1550

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Balyasny Asset Management's SMFG Position: Q4 2025 in Review

Balyasny Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 110,960 shares — an estimated $1.86M sold.

Balyasny Asset Management first reported a position in SMFG in Q1 2017 and held it in 9 quarters. The position peaked at $1.86M in Q3 2025. 422 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Balyasny Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 110,960 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $1.86M.
  • Balyasny Asset Management first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 9 quarters.
  • Balyasny Asset Management's Sumitomo Mitsui Financial position peaked at $1.86M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.