CIBC Asset Management
SMFG icon

CIBC Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

CIBC Asset Management’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 		$2.33M Sell
102,614
-18,684
-15% -$415K 0.01% 640
2026
Q1 		$2.32M Sell
121,298
-32,585
-21% -$685K 0.01% 625
2025
Q4 		$2.91M Buy
153,883
+66,651
+76% +$1.16M 0.01% 578
2025
Q3 		$1.46M Sell
87,232
-32,411
-27% -$519K ﹤0.01% 624
2025
Q2 		$1.76M Buy
119,643
+1,383
+1% +$19.9K 0.01% 589
2025
Q1 		$1.78M Sell
118,260
-38,965
-25% -$593K 0.01% 592
2024
Q4 		$2.23M Sell
157,225
-328,117
-68% -$4.51M 0.01% 562
2024
Q3 		$6.05M Sell
485,342
-127,123
-21% -$1.68M 0.02% 368
2024
Q2 		$8.21M Sell
612,465
-26,758
-4% -$324K 0.03% 299
2024
Q1 		$7.52M Sell
639,223
-19,978
-3% -$214K 0.03% 321
2023
Q4 		$6.38M Sell
659,201
-47,659
-7% -$462K 0.02% 332
2023
Q3 		$6.96M Sell
706,860
-21,625
-3% -$200K 0.03% 295
2023
Q2 		$6.26M Sell
728,485
-7,184
-1% -$59.4K 0.02% 326
2023
Q1 		$5.89M Buy
735,669
+11,059
+2% +$93.6K 0.02% 339
2022
Q4 		$5.81M Buy
+724,610
New +$4.61M 0.02% 324

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

CIBC Asset Management's SMFG Position: Q2 2026 in Review

CIBC Asset Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 15% in Q2 2026, selling an estimated $415K and leaving 102,614 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #640.

CIBC Asset Management first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.21M in Q2 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • CIBC Asset Management held 102,614 shares of Sumitomo Mitsui Financial worth $2.33M as of Q2 2026.
  • CIBC Asset Management sold 18,684 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $415K.
  • Sumitomo Mitsui Financial made up 0.01% of CIBC Asset Management's portfolio in Q2 2026, its #640 holding.
  • CIBC Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
  • CIBC Asset Management's Sumitomo Mitsui Financial position peaked at $8.21M in Q2 2024.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.