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Brooklyn Investment Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brooklyn Investment 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
Q1 		$2.19M Buy
110,649
+45,932
+71% +$965K 0.07% 257
2025
Q4 		$1.27M Buy
64,717
+53,596
+482% +$929K 0.06% 270
2025
Q3 		$169K Sell
11,121
-144
-1% -$2.31K 0.02% 612
2025
Q2 		$170K Buy
11,265
+5,318
+89% +$76.5K 0.02% 685
2025
Q1 		$91.9K Buy
5,947
+5,159
+655% +$78.5K 0.02% 551
2024
Q4 		$11.4K Buy
+788
New +$10.8K ﹤0.01% 934

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brooklyn Investment Group's SMFG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Sumitomo Mitsui Financial (SMFG) stake by 71% in Q1 2026, buying an estimated $965K and bringing the position to 110,649 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #257.

Brooklyn Investment Group first reported a position in SMFG in Q4 2024 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Brooklyn Investment Group held 110,649 shares of Sumitomo Mitsui Financial worth $2.19M as of Q1 2026.
  • Brooklyn Investment Group bought 45,932 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $965K.
  • Sumitomo Mitsui Financial made up 0.07% of Brooklyn Investment Group's portfolio in Q1 2026, its #257 holding.
  • Brooklyn Investment Group first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.