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Cliff Asness’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cliff Asness’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 		$31.6M Buy
1,340,654
+495,432
+59% +$11M 0.01% 990
2026
Q1 		$16.7M Buy
845,222
+200,465
+31% +$4.21M 0.01% 1103
2025
Q4 		$12.5M Buy
644,757
+124,237
+24% +$2.15M 0.01% 1112
2025
Q3 		$8.71M Buy
520,520
+151,533
+41% +$2.43M 0.01% 1166
2025
Q2 		$5.58M Buy
368,987
+191,738
+108% +$2.76M ﹤0.01% 1226
2025
Q1 		$2.74M Buy
177,249
+36,522
+26% +$556K ﹤0.01% 1439
2024
Q4 		$2.04M Buy
140,727
+12,735
+10% +$175K ﹤0.01% 1526
2024
Q3 		$1.62M Buy
127,992
+16,327
+15% +$216K ﹤0.01% 1594
2024
Q2 		$1.5M Buy
111,665
+28,545
+34% +$346K ﹤0.01% 1583
2024
Q1 		$978K Buy
+83,120
New +$892K ﹤0.01% 1696

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

Cliff Asness's SMFG Position: Q2 2026 in Review

Cliff Asness increased its Sumitomo Mitsui Financial (SMFG) stake by 59% in Q2 2026, buying an estimated $11M and bringing the position to 1,340,654 shares worth $31.6M. The position accounts for 0.01% of the portfolio, ranked #990.

Cliff Asness first reported a position in SMFG in Q1 2024 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cliff Asness held 1,340,654 shares of Sumitomo Mitsui Financial worth $31.6M as of Q2 2026.
  • Cliff Asness bought 495,432 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $11M.
  • Sumitomo Mitsui Financial made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #990 holding.
  • Cliff Asness first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 10 quarters since.
  • 457 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.