Dmitry Balyasny’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dmitry Balyasny’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
2025 Q4	–	Sell	-110,960	Closed	-$1.86M	–	3510
2025 Q3	$1.86M	Buy	+110,960	New	+$1.78M	﹤0.01%	1835
2023 Q3	–	Sell	-11,839	Closed	-$102K	–	2690
2023 Q2	$102K	Sell	11,839 -358	-3%	-$2.96K	﹤0.01%	2115
2023 Q1	$97.6K	Sell	12,197 -3,254	-21%	-$27.5K	﹤0.01%	2316
2022 Q4	$124K	Sell	15,451 -45,785	-75%	-$292K	﹤0.01%	2218
2022 Q3	$337K	Buy	+61,236	New	+$369K	﹤0.01%	2156
2020 Q1	–	Sell	-25,007	Closed	-$185K	–	1489
2019 Q4	$185K	Sell	25,007 -39,086	-61%	-$281K	﹤0.01%	1108
2019 Q3	$438K	Buy	64,093 +32,555	+103%	+$222K	﹤0.01%	965
2019 Q2	$223K	Buy	+31,538	New	+$223K	﹤0.01%	1387
2017 Q2	–	Sell	-14,892	Closed	-$108K	–	1715
2017 Q1	$108K	Buy	+14,892	New	+$116K	﹤0.01%	1550

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Dmitry Balyasny's SMFG Position: Q4 2025 in Review

Dmitry Balyasny sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 110,960 shares — an estimated $1.86M sold.

Dmitry Balyasny first reported a position in SMFG in Q1 2017 and held it in 9 quarters. The position peaked at $1.86M in Q3 2025. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

Dmitry Balyasny reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
Dmitry Balyasny sold 110,960 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $1.86M.
Dmitry Balyasny first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 9 quarters.
Dmitry Balyasny's Sumitomo Mitsui Financial position peaked at $1.86M in Q3 2025.
423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.