Covenant Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Covenant Partners’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	–	Sell	-37,262	Closed	-$720K	–	116
2025 Q4	$720K	Hold	37,262	–	–	0.21%	52
2025 Q3	$624K	Hold	37,262	–	–	0.18%	61
2025 Q2	$563K	Hold	37,262	–	–	0.17%	64
2025 Q1	$576K	Hold	37,262	–	–	0.19%	62
2024 Q4	$540K	Hold	37,262	–	–	0.17%	72
2024 Q3	$471K	Hold	37,262	–	–	0.14%	92
2024 Q2	$500K	Hold	37,262	–	–	0.15%	94
2024 Q1	$439K	Sell	37,262 -18,523	-33%	-$199K	0.13%	108
2023 Q4	$540K	Hold	55,785	–	–	0.17%	93
2023 Q3	$549K	Hold	55,785	–	–	0.2%	87
2023 Q2	$480K	Hold	55,785	–	–	0.17%	97
2023 Q1	$446K	Sell	55,785 -3,916	-7%	-$33.1K	0.17%	98
2022 Q4	$479K	Hold	59,701	–	–	0.19%	92
2022 Q3	$328K	Sell	59,701 -8,520	-12%	-$51.4K	0.16%	114
2022 Q2	$403K	Hold	68,221	–	–	0.19%	107
2022 Q1	$428K	Sell	68,221 -23,202	-25%	-$165K	0.17%	119
2021 Q4	$621K	Hold	91,423	–	–	0.23%	96
2021 Q3	$641K	Hold	91,423	–	–	0.25%	88
2021 Q2	$630K	Hold	91,423	–	–	0.24%	87
2021 Q1	$663K	Hold	91,423	–	–	0.26%	82
2020 Q4	$564K	Buy	91,423 +9,530	+12%	+$55.9K	0.24%	89
2020 Q3	$458K	Sell	81,893 -1,778	-2%	-$10.2K	0.22%	102
2020 Q2	$470K	Sell	83,671 -16,230	-16%	-$87.7K	0.22%	104
2020 Q1	$479K	Buy	99,901 +39,920	+67%	+$257K	0.26%	90
2019 Q4	$444K	Buy	59,981 +13,577	+29%	+$97.7K	0.21%	112
2019 Q3	$317K	Buy	46,404 +23,757	+105%	+$162K	0.17%	128
2019 Q2	$160K	Hold	22,647	–	–	0.09%	186
2019 Q1	$159K	Buy	+22,647	New	+$162K	0.09%	183

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

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

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

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

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

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

Covenant Partners's SMFG Position: Q1 2026 in Review

Covenant Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 37,262 shares — an estimated $720K sold.

Covenant Partners first reported a position in SMFG in Q1 2019 and held it in 28 quarters. The position peaked at $720K in Q4 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Covenant Partners reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
Covenant Partners sold 37,262 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $720K.
Covenant Partners first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 28 quarters.
Covenant Partners's Sumitomo Mitsui Financial position peaked at $720K in Q4 2025.
444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Covenant Partners's 13F filing for Q1 2026.