DE
SMFG icon

DV Equities’s Sumitomo Mitsui Financial SMFG Stock Holding History

DV Equities’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 		$2.26M Buy
+116,921
New +$2.03M 0.41% 36

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DV Equities's SMFG Position: Q4 2025 in Review

DV Equities opened a new position in Sumitomo Mitsui Financial (SMFG) in Q4 2025: 116,921 shares worth $2.26M. The stake represents 0.41% of the portfolio and ranks #36 among its holdings.

423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • DV Equities held 116,921 shares of Sumitomo Mitsui Financial worth $2.26M as of Q4 2025.
  • Sumitomo Mitsui Financial was a new DV Equities position in Q4 2025.
  • Sumitomo Mitsui Financial made up 0.41% of DV Equities's portfolio in Q4 2025, its #36 holding.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.