D.E. Shaw & Co
SMFG icon

D.E. Shaw & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

D.E. Shaw & Co’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
-600,909
Closed -$11.6M – 5018
2025
Q4 		$11.6M Sell
600,909
-111,969
-16% -$1.94M 0.01% 1622
2025
Q3 		$11.9M Buy
712,878
+443,584
+165% +$7.11M 0.01% 1541
2025
Q2 		$4.07M Buy
+269,294
New +$3.87M ﹤0.01% 2182
2024
Q3 		– Sell
-132,614
Closed -$1.78M – 4852
2024
Q2 		$1.78M Sell
132,614
-261,730
-66% -$3.17M ﹤0.01% 2755
2024
Q1 		$4.64M Buy
394,344
+368,200
+1,408% +$3.95M ﹤0.01% 1948
2023
Q4 		$253K Buy
+26,144
New +$253K ﹤0.01% 3804
2023
Q3 		– Sell
-437,364
Closed -$3.76M – 4470
2023
Q2 		$3.76M Sell
437,364
-718,457
-62% -$5.94M ﹤0.01% 2092
2023
Q1 		$9.25M Sell
1,155,821
-82,442
-7% -$698K 0.01% 1436
2022
Q4 		$9.93M Buy
+1,238,263
New +$7.89M 0.01% 1433
2022
Q3 		– Sell
-163,297
Closed -$963K – 5496
2022
Q2 		$963K Sell
163,297
-1,522,962
-90% -$9.2M ﹤0.01% 3664
2022
Q1 		$10.6M Sell
1,686,259
-22,246
-1% -$158K 0.01% 1546
2021
Q4 		$11.6M Buy
1,708,505
+547,249
+47% +$3.71M 0.01% 1525
2021
Q3 		$8.14M Sell
1,161,256
-381,856
-25% -$2.66M 0.01% 1671
2021
Q2 		$10.6M Buy
1,543,112
+419,638
+37% +$3.01M 0.01% 1446
2021
Q1 		$8.14M Buy
1,123,474
+624,528
+125% +$4.35M 0.01% 1505
2020
Q4 		$3.08M Buy
498,946
+256,336
+106% +$1.5M ﹤0.01% 2250
2020
Q3 		$1.36M Buy
242,610
+129,698
+115% +$743K ﹤0.01% 2656
2020
Q2 		$635K Sell
112,912
-796,503
-88% -$4.3M ﹤0.01% 3201
2020
Q1 		$4.36M Sell
909,415
-370,463
-29% -$2.39M 0.01% 1566
2019
Q4 		$9.48M Buy
1,279,878
+255,999
+25% +$1.84M 0.01% 1235
2019
Q3 		$7M Buy
1,023,879
+493,263
+93% +$3.37M 0.01% 1405
2019
Q2 		$3.75M Buy
530,616
+383,213
+260% +$2.71M ﹤0.01% 1803
2019
Q1 		$1.04M Sell
147,403
-725,225
-83% -$5.19M ﹤0.01% 2594
2018
Q4 		$5.68M Sell
872,628
-270,842
-24% -$2.02M 0.01% 1437
2018
Q3 		$9.18M Buy
1,143,470
+34,138
+3% +$270K 0.01% 1169
2018
Q2 		$8.62M Buy
1,109,332
+124,662
+13% +$1.04M 0.01% 1179
2018
Q1 		$8.37M Buy
984,670
+373,996
+61% +$3.34M 0.01% 1103
2017
Q4 		$5.31M Sell
610,674
-49,172
-7% -$398K 0.01% 1447
2017
Q3 		$5.09M Sell
659,846
-209,590
-24% -$1.6M 0.01% 1364
2017
Q2 		$6.83M Buy
869,436
+68,269
+9% +$507K 0.01% 1131
2017
Q1 		$5.81M Buy
801,167
+447,837
+127% +$3.48M 0.01% 1184
2016
Q4 		$2.7M Buy
353,330
+167,267
+90% +$1.21M ﹤0.01% 1775
2016
Q3 		$1.26M Sell
186,063
-241,627
-56% -$1.57M ﹤0.01% 2247
2016
Q2 		$2.45M Sell
427,690
-435,708
-50% -$2.66M ﹤0.01% 1782
2016
Q1 		$5.19M Sell
863,398
-160,616
-16% -$1M 0.01% 1244
2015
Q4 		$7.77M Sell
1,024,014
-79,183
-7% -$623K 0.01% 1107
2015
Q3 		$8.42M Sell
1,103,197
-327,989
-23% -$2.76M 0.01% 1066
2015
Q2 		$12.7M Sell
1,431,186
-749,375
-34% -$6.51M 0.02% 878
2015
Q1 		$16.9M Buy
2,180,561
+449,027
+26% +$3.36M 0.03% 668
2014
Q4 		$12.6M Buy
1,731,534
+851,548
+97% +$6.46M 0.02% 955
2014
Q3 		$7.22M Buy
879,986
+192,727
+28% +$1.58M 0.01% 1309
2014
Q2 		$5.82M Buy
687,259
+408,166
+146% +$3.36M 0.01% 1506
2014
Q1 		$2.41M Sell
279,093
-54,112
-16% -$506K ﹤0.01% 2202
2013
Q4 		$3.5M Buy
333,205
+84,434
+34% +$840K ﹤0.01% 1995
2013
Q3 		$2.42M Buy
248,771
+168,472
+210% +$1.6M ﹤0.01% 2252
2013
Q2 		$740K Buy
+80,299
New +$717K ﹤0.01% 2946

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.E. Shaw & Co's SMFG Position: Q1 2026 in Review

D.E. Shaw & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 600,909 shares — an estimated $11.6M sold.

D.E. Shaw & Co first reported a position in SMFG in Q2 2013 and held it in 46 quarters. The position peaked at $16.9M in Q1 2015. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • D.E. Shaw & Co reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 600,909 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $11.6M.
  • D.E. Shaw & Co first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 46 quarters.
  • D.E. Shaw & Co's Sumitomo Mitsui Financial position peaked at $16.9M in Q1 2015.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.