Bank of Montreal’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.5M | Buy |
486,147
+445,666
| +1,101% | +$9.9M | ﹤0.01% | 1104 |
|
|
2026
Q1 | $800K | Sell |
40,481
-4,259
| -10% | -$89.5K | ﹤0.01% | 2157 |
|
|
2025
Q4 | $865K | Sell |
44,740
-74,915
| -63% | -$1.3M | ﹤0.01% | 2055 |
|
|
2025
Q3 | $2M | Buy |
119,655
+9,458
| +9% | +$152K | ﹤0.01% | 1650 |
|
|
2025
Q2 | $1.67M | Buy |
110,197
+4,036
| +4% | +$58K | ﹤0.01% | 1654 |
|
|
2025
Q1 | $1.64M | Buy |
106,161
+3,070
| +3% | +$46.7K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $1.49M | Sell |
103,091
-3,739
| -3% | -$51.4K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $1.3M | Sell |
106,830
-4,133
| -4% | -$54.6K | ﹤0.01% | 1902 |
|
|
2024
Q2 | $1.49M | Sell |
110,963
-138,833
| -56% | -$1.68M | ﹤0.01% | 1804 |
|
|
2024
Q1 | $2.96M | Buy |
249,796
+10,708
| +4% | +$115K | ﹤0.01% | 1438 |
|
|
2023
Q4 | $2.32M | Sell |
239,088
-89,795
| -27% | -$870K | ﹤0.01% | 1612 |
|
|
2023
Q3 | $3.35M | Sell |
328,883
-4,786
| -1% | -$44.3K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $2.87M | Sell |
333,669
-54,095
| -14% | -$447K | ﹤0.01% | 1619 |
|
|
2023
Q1 | $3.1M | Sell |
387,764
-22,274
| -5% | -$189K | ﹤0.01% | 1462 |
|
|
2022
Q4 | $3.29M | Sell |
410,038
-1,979
| -0.5% | -$12.6K | ﹤0.01% | 1526 |
|
|
2022
Q3 | $2.34K | Sell |
412,017
-3,474
| -0.8% | -$21K | ﹤0.01% | 1731 |
|
|
2022
Q2 | $2.51K | Sell |
415,491
-80,157
| -16% | -$484K | ﹤0.01% | 1780 |
|
|
2022
Q1 | $3.33M | Sell |
495,648
-4,723
| -0.9% | -$33.6K | ﹤0.01% | 1658 |
|
|
2021
Q4 | $3.41M | Buy |
500,371
+6,349
| +1% | +$43K | ﹤0.01% | 1367 |
|
|
2021
Q3 | $3.62M | Sell |
494,022
-313
| -0.1% | -$2.18K | ﹤0.01% | 1789 |
|
|
2021
Q2 | $3.46M | Buy |
494,335
+444,070
| +883% | +$3.18M | ﹤0.01% | 1785 |
|
|
2021
Q1 | $358K | Sell |
50,265
-385
| -0.8% | -$2.68K | ﹤0.01% | 2850 |
|
|
2020
Q4 | $342K | Buy |
50,650
+4,710
| +10% | +$27.6K | ﹤0.01% | 2918 |
|
|
2020
Q3 | $261K | Sell |
45,940
-6,009
| -12% | -$34.4K | ﹤0.01% | 2612 |
|
|
2020
Q2 | $288K | Buy |
51,949
+10,889
| +27% | +$58.8K | ﹤0.01% | 2549 |
|
|
2020
Q1 | $194K | Sell |
41,060
-212,999
| -84% | -$1.37M | ﹤0.01% | 2339 |
|
|
2019
Q4 | $1.88M | Sell |
254,059
-10,503
| -4% | -$75.6K | ﹤0.01% | 1916 |
|
|
2019
Q3 | $1.81M | Sell |
264,562
-64,436
| -20% | -$440K | ﹤0.01% | 1755 |
|
|
2019
Q2 | $2.32M | Buy |
328,998
+149,752
| +84% | +$1.06M | ﹤0.01% | 1596 |
|
|
2019
Q1 | $1.26M | Buy |
179,246
+57,309
| +47% | +$410K | ﹤0.01% | 1927 |
|
|
2018
Q4 | $793K | Sell |
121,937
-1,729
| -1% | -$12.9K | ﹤0.01% | 1988 |
|
|
2018
Q3 | $993K | Buy |
123,666
+710
| +0.6% | +$5.61K | ﹤0.01% | 1999 |
|
|
2018
Q2 | $956K | Buy |
122,956
+247
| +0.2% | +$2.05K | ﹤0.01% | 2023 |
|
|
2018
Q1 | $1.04M | Sell |
122,709
-642
| -0.5% | -$5.74K | ﹤0.01% | 1899 |
|
|
2017
Q4 | $1.07M | Buy |
123,351
+301
| +0.2% | +$2.44K | ﹤0.01% | 1918 |
|
|
2017
Q3 | $949K | Sell |
123,050
-3,519
| -3% | -$26.8K | ﹤0.01% | 2002 |
|
|
2017
Q2 | $995K | Sell |
126,569
-77
| -0.1% | -$572 | ﹤0.01% | 1983 |
|
|
2017
Q1 | $919K | Buy |
126,646
+5,862
| +5% | +$45.5K | ﹤0.01% | 1888 |
|
|
2016
Q4 | $910K | Sell |
120,784
-63,029
| -34% | -$458K | ﹤0.01% | 1927 |
|
|
2016
Q3 | $1.24M | Buy |
183,813
+4,379
| +2% | +$28.4K | ﹤0.01% | 1726 |
|
|
2016
Q2 | $1.02M | Sell |
179,434
-15,082
| -8% | -$92.2K | ﹤0.01% | 1822 |
|
|
2016
Q1 | $1.17M | Buy |
194,516
+89,603
| +85% | +$559K | ﹤0.01% | 1679 |
|
|
2015
Q4 | $796K | Buy |
104,913
+101,223
| +2,743% | +$797K | ﹤0.01% | 1809 |
|
|
2015
Q3 | $28K | Sell |
3,690
-10,919
| -75% | -$91.8K | ﹤0.01% | 3122 |
|
|
2015
Q2 | $130K | Sell |
14,609
-22,412
| -61% | -$195K | ﹤0.01% | 2609 |
|
|
2015
Q1 | $286K | Buy |
37,021
+29,787
| +412% | +$223K | ﹤0.01% | 2217 |
|
|
2014
Q4 | $53K | Sell |
7,234
-6,883
| -49% | -$52.2K | ﹤0.01% | 3036 |
|
|
2014
Q3 | $116K | Sell |
14,117
-582
| -4% | -$4.77K | ﹤0.01% | 2754 |
|
|
2014
Q2 | $124K | Buy |
14,699
+1,685
| +13% | +$13.9K | ﹤0.01% | 2727 |
|
|
2014
Q1 | $113K | Buy |
13,014
+9,255
| +246% | +$86.6K | ﹤0.01% | 2747 |
|
|
2013
Q4 | $40K | Buy |
3,759
+3,268
| +666% | +$32.5K | ﹤0.01% | 2962 |
|
|
2013
Q3 | $5K | Hold |
491
| – | – | ﹤0.01% | 3573 |
|
|
2013
Q2 | $5K | Buy |
+491
| New | +$4.38K | ﹤0.01% | 3451 |
|
Other funds holding SMFG
CCMG
Bank of Montreal's SMFG Position: Q2 2026 in Review
Bank of Montreal increased its Sumitomo Mitsui Financial (SMFG) stake by 1,101% in Q2 2026, buying an estimated $9.9M and bringing the position to 486,147 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1104.
Bank of Montreal first reported a position in SMFG in Q2 2013 and has held it in 53 quarters since. 440 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Bank of Montreal held 486,147 shares of Sumitomo Mitsui Financial worth $11.5M as of Q2 2026.
- Bank of Montreal bought 445,666 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $9.9M.
- Sumitomo Mitsui Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1104 holding.
- Bank of Montreal first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 53 quarters since.
- 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.