Bessemer Group
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Bessemer Group’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Bessemer Group’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 		$75K Buy
3,169
+25
+0.8% +$555 ﹤0.01% 1593
2026
Q1 		$62K Sell
3,144
-715
-19% -$15K ﹤0.01% 1618
2025
Q4 		$75K Buy
3,859
+1,090
+39% +$18.9K ﹤0.01% 1532
2025
Q3 		$46K Buy
2,769
+932
+51% +$14.9K ﹤0.01% 1458
2025
Q2 		$28K Sell
1,837
-4,235
-70% -$60.9K ﹤0.01% 1474
2025
Q1 		$94K Buy
6,072
+4,143
+215% +$63K ﹤0.01% 1216
2024
Q4 		$28K Buy
1,929
+1,119
+138% +$15.4K ﹤0.01% 1416
2024
Q3 		$10K Buy
810
+583
+257% +$7.7K ﹤0.01% 1682
2024
Q2 		$3K Hold
227
– – ﹤0.01% 1894
2024
Q1 		$3K Hold
227
– – ﹤0.01% 1892
2023
Q4 		$2K Hold
227
– – ﹤0.01% 2056
2023
Q3 		$2K Sell
227
-2,750
-92% -$25.4K ﹤0.01% 2022
2023
Q2 		$26K Buy
2,977
+1,755
+144% +$14.5K ﹤0.01% 1486
2023
Q1 		$10K Buy
+1,222
New +$10.3K ﹤0.01% 1485
2022
Q4 		– Sell
-3,884
Closed -$21K – 2127
2022
Q3 		$21K Buy
3,884
+3,094
+392% +$18.7K ﹤0.01% 1356
2022
Q2 		$5K Sell
790
-6,946
-90% -$42K ﹤0.01% 1534
2022
Q1 		$49K Sell
7,736
-1,463
-16% -$10.4K ﹤0.01% 1084
2021
Q4 		$62K Sell
9,199
-39
-0.4% -$264 ﹤0.01% 1085
2021
Q3 		$65K Buy
9,238
+2
+0% +$14 ﹤0.01% 1011
2021
Q2 		$64K Buy
9,236
+2,492
+37% +$17.9K ﹤0.01% 1027
2021
Q1 		$49K Buy
+6,744
New +$47K ﹤0.01% 1016
2019
Q2 		– Sell
-772
Closed -$5K – 1804
2019
Q1 		$5K Sell
772
-1,430
-65% -$10.2K ﹤0.01% 1603
2018
Q4 		$14K Buy
+2,202
New +$16.4K ﹤0.01% 1595
2018
Q3 		– Sell
-847
Closed -$7K – 1883
2018
Q2 		$7K Buy
+847
New +$7.04K ﹤0.01% 1532
2017
Q3 		– Sell
-706
Closed -$6K – 1874
2017
Q2 		$6K Sell
706
-51,842
-99% -$385K ﹤0.01% 1662
2017
Q1 		$381K Buy
52,548
+51,777
+6,716% +$402K ﹤0.01% 942
2016
Q4 		$6K Buy
+771
New +$5.6K ﹤0.01% 1714
2016
Q2 		– Sell
-1,460
Closed -$9K – 1434
2016
Q1 		$9K Hold
1,460
– – ﹤0.01% 1159
2015
Q4 		$11K Buy
+1,460
New +$11.5K ﹤0.01% 1207

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 22.9% 1-Year Est. Return

Bessemer Group's SMFG Position: Q2 2026 in Review

Bessemer Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.8% in Q2 2026, buying an estimated $555 and bringing the position to 3,169 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Bessemer Group first reported a position in SMFG in Q4 2015 and has held it in 29 quarters since. The position peaked at $381K in Q1 2017. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Bessemer Group held 3,169 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $75K as of Q2 2026.
  • Bessemer Group bought 25 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $555.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1593 holding.
  • Bessemer Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2015 and has held it in 29 quarters since.
  • Bessemer Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $381K in Q1 2017.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.