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Connor, Clark & Lunn Investment Management (CC&L)’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Connor, Clark & Lunn Investment Management (CC&L)’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
$1.92M
Buy
97,203
+32,614
+50%
+$685K
﹤0.01%
973
2025
Q4
$1.25M
Buy
64,589
+53,053
+460%
+$920K
﹤0.01%
1064
2025
Q3
$193K
Buy
+11,536
New
+$185K
﹤0.01%
1427
2020
Q4
–
Sell
-12,595
Closed
-$70K
–
1030
2020
Q3
$70K
Sell
12,595
-419
-3%
-$2.4K
﹤0.01%
887
2020
Q2
$73K
Buy
+13,014
New
+$70.3K
﹤0.01%
970
2020
Q1
–
Sell
-46,100
Closed
-$342K
–
1155
2019
Q4
$342K
Sell
46,100
-6,600
-13%
-$47.5K
﹤0.01%
734
2019
Q3
$360K
Buy
52,700
+22,950
+77%
+$157K
﹤0.01%
747
2019
Q2
$210K
Buy
29,750
+3,050
+11%
+$21.6K
﹤0.01%
892
2019
Q1
$188K
Buy
+26,700
New
+$191K
﹤0.01%
831
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
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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