Citadel Advisors
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Citadel Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Citadel Advisors’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
2025
Q2 		– Sell
-6,000
Closed -$92.8K – 14866
2025
Q1 		$92.8K Sell
6,000
-4,100
-41% -$62.4K ﹤0.01% 11581
2024
Q4 		$146K Buy
10,100
+2,600
+35% +$35.7K ﹤0.01% 10924
2024
Q3 		$94.7K Buy
7,500
+2,900
+63% +$38.3K ﹤0.01% 11189
2024
Q2 		$61.7K Buy
4,600
+100
+2% +$1.21K ﹤0.01% 11531
2024
Q1 		$53K Sell
4,500
-6,200
-58% -$66.5K ﹤0.01% 12127
2023
Q4 		$104K Sell
10,700
-800
-7% -$7.75K ﹤0.01% 10891
2023
Q3 		$113K Buy
11,500
+8,100
+238% +$74.9K ﹤0.01% 10735
2023
Q2 		$29.2K Buy
+3,400
New +$28.1K ﹤0.01% 12379
2021
Q4 		– Sell
-10,900
Closed -$76K – 14685
2021
Q3 		$76K Sell
10,900
-49,300
-82% -$343K ﹤0.01% 13107
2021
Q2 		$415K Sell
60,200
-15,100
-20% -$108K ﹤0.01% 10481
2021
Q1 		$546K Buy
+75,300
New +$524K ﹤0.01% 9485
2020
Q3 		– Sell
-16,300
Closed -$92K – 10677
2020
Q2 		$92K Sell
16,300
-15,000
-48% -$81K ﹤0.01% 9037
2020
Q1 		$150K Sell
31,300
-77,800
-71% -$501K ﹤0.01% 8293
2019
Q4 		$808K Sell
109,100
-35,500
-25% -$255K ﹤0.01% 5980
2019
Q3 		$989K Buy
144,600
+18,600
+15% +$127K ﹤0.01% 5613
2019
Q2 		$890K Buy
126,000
+59,500
+89% +$421K ﹤0.01% 5880
2019
Q1 		$467K Buy
+66,500
New +$476K ﹤0.01% 6906

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

Citadel Advisors's SMFG Position: Q1 2026 in Review

Citadel Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 38% in Q1 2026, selling an estimated $3.37M and leaving 265,505 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #4263.

Citadel Advisors first reported a position in SMFG in Q4 2013 and has held it in 33 quarters since. The position peaked at $15.1M in Q4 2022. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Citadel Advisors held 265,505 shares of Sumitomo Mitsui Financial worth $5.24M as of Q1 2026.
  • Citadel Advisors sold 160,186 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $3.37M.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4263 holding.
  • Citadel Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 33 quarters since.
  • Citadel Advisors's Sumitomo Mitsui Financial position peaked at $15.1M in Q4 2022.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.