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Capital Insight Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital Insight 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
Q1 		– Sell
-53,007
Closed -$1.03M – 97
2025
Q4 		$1.03M Sell
53,007
-478
-0.9% -$8.29K 0.22% 82
2025
Q3 		$895K Buy
53,485
+262
+0.5% +$4.2K 0.15% 97
2025
Q2 		$804K Buy
53,223
+2,095
+4% +$30.1K 0.14% 106
2025
Q1 		$790K Buy
51,128
+1,971
+4% +$30K 0.14% 113
2024
Q4 		$712K Buy
49,157
+18,415
+60% +$253K 0.12% 121
2024
Q3 		$388K Buy
+30,742
New +$406K 0.07% 135

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Insight Partners's SMFG Position: Q1 2026 in Review

Capital Insight Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 53,007 shares — an estimated $1.03M sold.

Capital Insight Partners first reported a position in SMFG in Q3 2024 and held it in 6 quarters. The position peaked at $1.03M in Q4 2025. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Capital Insight Partners reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 53,007 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $1.03M.
  • Capital Insight Partners first reported a position in Sumitomo Mitsui Financial in Q3 2024 and held it in 6 quarters.
  • Capital Insight Partners's Sumitomo Mitsui Financial position peaked at $1.03M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.