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 Q2	$5.96M	Buy	252,927 +155,724	+160%	+$3.46M	0.01%	674
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 $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SMFG Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Sumitomo Mitsui Financial (SMFG) stake by 160% in Q2 2026, buying an estimated $3.46M and bringing the position to 252,927 shares worth $5.96M. The position accounts for 0.01% of the portfolio, ranked #674.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SMFG in Q1 2019 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 252,927 shares of Sumitomo Mitsui Financial worth $5.96M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 155,724 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.46M.
Sumitomo Mitsui Financial made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #674 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Sumitomo Mitsui Financial in Q1 2019 and has held it in 10 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.