Bank of New York Mellon’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 | $18.4M | Buy |
781,157
+41,376
| +6% | +$919K | ﹤0.01% | 1675 |
|
|
2026
Q1 | $14.6M | Buy |
739,781
+28,651
| +4% | +$602K | ﹤0.01% | 1712 |
|
|
2025
Q4 | $13.7M | Buy |
711,130
+24,596
| +4% | +$426K | ﹤0.01% | 1738 |
|
|
2025
Q3 | $11.5M | Buy |
686,534
+48,126
| +8% | +$771K | ﹤0.01% | 1856 |
|
|
2025
Q2 | $9.65M | Sell |
638,408
-32,278
| -5% | -$464K | ﹤0.01% | 1924 |
|
|
2025
Q1 | $10.4M | Sell |
670,686
-75,163
| -10% | -$1.14M | ﹤0.01% | 1835 |
|
|
2024
Q4 | $10.8M | Buy |
745,849
+434,728
| +140% | +$5.97M | ﹤0.01% | 1887 |
|
|
2024
Q3 | $3.93M | Buy |
311,121
+18,145
| +6% | +$240K | ﹤0.01% | 2414 |
|
|
2024
Q2 | $3.93M | Buy |
292,976
+22,161
| +8% | +$268K | ﹤0.01% | 2454 |
|
|
2024
Q1 | $3.19M | Sell |
270,815
-16,283
| -6% | -$175K | ﹤0.01% | 2529 |
|
|
2023
Q4 | $2.78M | Sell |
287,098
-68,935
| -19% | -$668K | ﹤0.01% | 2661 |
|
|
2023
Q3 | $3.51M | Sell |
356,033
-35,005
| -9% | -$324K | ﹤0.01% | 2507 |
|
|
2023
Q2 | $3.36M | Buy |
391,038
+12,310
| +3% | +$102K | ﹤0.01% | 2548 |
|
|
2023
Q1 | $3.03M | Sell |
378,728
-16,841
| -4% | -$143K | ﹤0.01% | 2567 |
|
|
2022
Q4 | $3.17M | Buy |
395,569
+120,657
| +44% | +$768K | ﹤0.01% | 2592 |
|
|
2022
Q3 | $1.51M | Buy |
274,912
+36,687
| +15% | +$221K | ﹤0.01% | 3004 |
|
|
2022
Q2 | $1.41M | Sell |
238,225
-22,297
| -9% | -$135K | ﹤0.01% | 3033 |
|
|
2022
Q1 | $1.63M | Buy |
260,522
+14,437
| +6% | +$103K | ﹤0.01% | 3042 |
|
|
2021
Q4 | $1.67M | Sell |
246,085
-596,708
| -71% | -$4.04M | ﹤0.01% | 3099 |
|
|
2021
Q3 | $5.91M | Buy |
842,793
+138,416
| +20% | +$963K | ﹤0.01% | 2403 |
|
|
2021
Q2 | $4.85M | Buy |
704,377
+73,836
| +12% | +$529K | ﹤0.01% | 2506 |
|
|
2021
Q1 | $4.57M | Sell |
630,541
-21,777
| -3% | -$152K | ﹤0.01% | 2483 |
|
|
2020
Q4 | $4.03M | Buy |
652,318
+465
| +0.1% | +$2.73K | ﹤0.01% | 2458 |
|
|
2020
Q3 | $3.64M | Buy |
651,853
+42,555
| +7% | +$244K | ﹤0.01% | 2384 |
|
|
2020
Q2 | $3.42M | Buy |
609,298
+23,332
| +4% | +$126K | ﹤0.01% | 2399 |
|
|
2020
Q1 | $2.81M | Sell |
585,966
-3,634
| -0.6% | -$23.4K | ﹤0.01% | 2365 |
|
|
2019
Q4 | $4.37M | Sell |
589,600
-56,575
| -9% | -$407K | ﹤0.01% | 2403 |
|
|
2019
Q3 | $4.42M | Sell |
646,175
-198,784
| -24% | -$1.36M | ﹤0.01% | 2345 |
|
|
2019
Q2 | $5.96M | Buy |
844,959
+49,177
| +6% | +$348K | ﹤0.01% | 2240 |
|
|
2019
Q1 | $5.59M | Buy |
795,782
+107,797
| +16% | +$771K | ﹤0.01% | 2280 |
|
|
2018
Q4 | $4.48M | Buy |
687,985
+14,150
| +2% | +$106K | ﹤0.01% | 2363 |
|
|
2018
Q3 | $5.41M | Buy |
673,835
+12,713
| +2% | +$100K | ﹤0.01% | 2371 |
|
|
2018
Q2 | $5.14M | Buy |
661,122
+32,817
| +5% | +$273K | ﹤0.01% | 2373 |
|
|
2018
Q1 | $5.34M | Buy |
628,305
+142,512
| +29% | +$1.27M | ﹤0.01% | 2322 |
|
|
2017
Q4 | $4.22M | Buy |
485,793
+15,968
| +3% | +$129K | ﹤0.01% | 2436 |
|
|
2017
Q3 | $3.62M | Sell |
469,825
-49,216
| -9% | -$375K | ﹤0.01% | 2495 |
|
|
2017
Q2 | $4.08M | Buy |
519,041
+158,038
| +44% | +$1.17M | ﹤0.01% | 2425 |
|
|
2017
Q1 | $2.62M | Buy |
361,003
+5,125
| +1% | +$39.8K | ﹤0.01% | 2682 |
|
|
2016
Q4 | $2.72M | Buy |
355,878
+40,597
| +13% | +$295K | ﹤0.01% | 2670 |
|
|
2016
Q3 | $2.13M | Buy |
315,281
+10,686
| +4% | +$69.3K | ﹤0.01% | 2725 |
|
|
2016
Q2 | $1.74M | Buy |
304,595
+7,162
| +2% | +$43.8K | ﹤0.01% | 2794 |
|
|
2016
Q1 | $1.79M | Sell |
297,433
-74,027
| -20% | -$462K | ﹤0.01% | 2725 |
|
|
2015
Q4 | $2.82M | Sell |
371,460
-1,894
| -0.5% | -$14.9K | ﹤0.01% | 2519 |
|
|
2015
Q3 | $2.85M | Sell |
373,354
-4,595
| -1% | -$38.6K | ﹤0.01% | 2529 |
|
|
2015
Q2 | $3.36M | Buy |
377,949
+43,617
| +13% | +$379K | ﹤0.01% | 2595 |
|
|
2015
Q1 | $2.59M | Buy |
334,332
+60,220
| +22% | +$450K | ﹤0.01% | 2687 |
|
|
2014
Q4 | $2M | Sell |
274,112
-3,529
| -1% | -$26.8K | ﹤0.01% | 2887 |
|
|
2014
Q3 | $2.28M | Sell |
277,641
-328,591
| -54% | -$2.69M | ﹤0.01% | 2780 |
|
|
2014
Q2 | $5.13M | Sell |
606,232
-79,053
| -12% | -$651K | ﹤0.01% | 2312 |
|
|
2014
Q1 | $5.93M | Sell |
685,285
-11,359
| -2% | -$106K | ﹤0.01% | 2217 |
|
|
2013
Q4 | $7.31M | Sell |
696,644
-46,262
| -6% | -$460K | ﹤0.01% | 2062 |
|
|
2013
Q3 | $7.23M | Buy |
742,906
+27,805
| +4% | +$264K | ﹤0.01% | 2007 |
|
|
2013
Q2 | $6.59M | Buy |
+715,101
| New | +$6.38M | ﹤0.01% | 2029 |
|
Other funds holding SMFG
CCMG
FWCM
AHC
Bank of New York Mellon's SMFG Position: Q2 2026 in Review
Bank of New York Mellon increased its Sumitomo Mitsui Financial (SMFG) stake by 5.6% in Q2 2026, buying an estimated $919K and bringing the position to 781,157 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1675.
Bank of New York Mellon first reported a position in SMFG in Q2 2013 and has held it in 53 quarters since. 292 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Bank of New York Mellon held 781,157 shares of Sumitomo Mitsui Financial worth $18.4M as of Q2 2026.
- Bank of New York Mellon bought 41,376 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $919K.
- Sumitomo Mitsui Financial made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1675 holding.
- Bank of New York Mellon first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 53 quarters since.
- 292 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.