Boston Partners
SMFG icon

Boston Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Boston Partners’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 		$11.1M Buy
468,247
+31,088
+7% +$690K 0.01% 442
2026
Q1 		$8.65M Sell
437,159
-46,402
-10% -$975K 0.01% 437
2025
Q4 		$9.38M Sell
483,561
-34,452
-7% -$597K 0.01% 431
2025
Q3 		$8.66M Buy
518,013
+99,623
+24% +$1.6M 0.01% 430
2025
Q2 		$6.32M Sell
418,390
-3,093
-0.7% -$44.5K 0.01% 429
2025
Q1 		$6.47M Buy
421,483
+73,299
+21% +$1.11M 0.01% 421
2024
Q4 		$5.05M Buy
348,184
+199,616
+134% +$2.74M 0.01% 437
2024
Q3 		$1.88M Sell
148,568
-95,985
-39% -$1.27M ﹤0.01% 522
2024
Q2 		$3.28M Sell
244,553
-7,044
-3% -$85.3K ﹤0.01% 461
2024
Q1 		$2.96M Buy
251,597
+90,959
+57% +$976K ﹤0.01% 473
2023
Q4 		$1.55M Buy
160,638
+4,324
+3% +$41.9K ﹤0.01% 521
2023
Q3 		$1.54M Sell
156,314
-141,761
-48% -$1.31M ﹤0.01% 513
2023
Q2 		$2.56M Buy
298,075
+269,013
+926% +$2.22M ﹤0.01% 463
2023
Q1 		$233K Buy
+29,062
New +$246K ﹤0.01% 663
2022
Q3 		– Sell
-23,294
Closed -$137K – 756
2022
Q2 		$137K Buy
23,294
+1,676
+8% +$10.1K ﹤0.01% 684
2022
Q1 		$136K Buy
21,618
+9,393
+77% +$66.9K ﹤0.01% 691
2021
Q4 		$83K Buy
12,225
+2,138
+21% +$14.5K ﹤0.01% 681
2021
Q3 		$71K Sell
10,087
-2,146
-18% -$14.9K ﹤0.01% 664
2021
Q2 		$84K Buy
12,233
+1,386
+13% +$9.94K ﹤0.01% 646
2021
Q1 		$79K Buy
+10,847
New +$75.6K ﹤0.01% 645
2020
Q1 		– Sell
-6,810
Closed -$50K – 732
2019
Q4 		$50K Sell
6,810
-4,406
-39% -$31.7K ﹤0.01% 676
2019
Q3 		$77K Sell
11,216
-3,776
-25% -$25.8K ﹤0.01% 671
2019
Q2 		$106K Hold
14,992
– – ﹤0.01% 657
2019
Q1 		$105K Buy
+14,992
New +$107K ﹤0.01% 678

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

Boston Partners's SMFG Position: Q2 2026 in Review

Boston Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 7.1% in Q2 2026, buying an estimated $690K and bringing the position to 468,247 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #442.

Boston Partners first reported a position in SMFG in Q1 2019 and has held it in 24 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Boston Partners held 468,247 shares of Sumitomo Mitsui Financial worth $11.1M as of Q2 2026.
  • Boston Partners bought 31,088 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $690K.
  • Sumitomo Mitsui Financial made up 0.01% of Boston Partners's portfolio in Q2 2026, its #442 holding.
  • Boston Partners first reported a position in Sumitomo Mitsui Financial in Q1 2019 and has held it in 24 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.