Clark Capital Management Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Clark Capital Management 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	$74.7M	Sell	3,782,399 -323,465	-8%	-$6.79M	0.46%	63
2025 Q4	$79.4M	Sell	4,105,864 -37,260	-0.9%	-$646K	0.49%	58
2025 Q3	$69.4M	Sell	4,143,124 -2,374,548	-36%	-$38M	0.43%	71
2025 Q2	$98.5M	Buy	6,517,672 +21,412	+0.3%	+$308K	0.68%	38
2025 Q1	$100M	Buy	6,496,260 +111,952	+2%	+$1.7M	0.72%	31
2024 Q4	$92.5M	Buy	6,384,308 +1,355,287	+27%	+$18.6M	0.65%	36
2024 Q3	$63.5M	Buy	5,029,021 +671,080	+15%	+$8.86M	0.43%	71
2024 Q2	$58.4M	Buy	4,357,941 +135,518	+3%	+$1.64M	0.43%	65
2024 Q1	$49.7M	Buy	+4,222,423	New	+$45.3M	0.37%	73

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clark Capital Management Group's SMFG Position: Q1 2026 in Review

Clark Capital Management Group reduced its Sumitomo Mitsui Financial (SMFG) stake by 7.9% in Q1 2026, selling an estimated $6.79M and leaving 3,782,399 shares worth $74.7M. The position accounts for 0.46% of the portfolio, ranked #63.

Clark Capital Management Group first reported a position in SMFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $100M in Q1 2025. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Clark Capital Management Group held 3,782,399 shares of Sumitomo Mitsui Financial worth $74.7M as of Q1 2026.
Clark Capital Management Group sold 323,465 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $6.79M.
Sumitomo Mitsui Financial made up 0.46% of Clark Capital Management Group's portfolio in Q1 2026, its #63 holding.
Clark Capital Management Group first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 9 quarters since.
Clark Capital Management Group's Sumitomo Mitsui Financial position peaked at $100M in Q1 2025.
439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.