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Dynamic Technology Lab’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dynamic Technology Lab’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 		– Sell
-26,363
Closed -$521K – 1051
2026
Q1 		$521K Buy
+26,363
New +$554K 0.08% 404
2022
Q2 		– Sell
-68,231
Closed -$428K – 1505
2022
Q1 		$428K Buy
+68,231
New +$486K 0.05% 646
2021
Q4 		– Sell
-20,812
Closed -$146K – 1459
2021
Q3 		$146K Buy
+20,812
New +$145K 0.02% 946
2021
Q2 		– Sell
-11,206
Closed -$81K – 1497
2021
Q1 		$81K Buy
+11,206
New +$78.1K 0.01% 1072
2020
Q4 		– Sell
-27,629
Closed -$154K – 1317
2020
Q3 		$154K Buy
+27,629
New +$158K 0.02% 841
2020
Q2 		– Sell
-25,077
Closed -$120K – 1310
2020
Q1 		$120K Buy
+25,077
New +$162K 0.02% 875
2019
Q4 		– Sell
-19,264
Closed -$132K – 1270
2019
Q3 		$132K Buy
+19,264
New +$132K 0.02% 863
2017
Q4 		– Sell
-19,268
Closed -$149K – 1308
2017
Q3 		$149K Buy
+19,268
New +$147K 0.02% 947
2016
Q2 		– Sell
-66,624
Closed -$400K – 1138
2016
Q1 		$400K Buy
66,624
+49,125
+281% +$306K 0.11% 372
2015
Q4 		$133K Buy
+17,499
New +$138K 0.04% 780
2015
Q1 		– Sell
-13,500
Closed -$98K – 858
2014
Q4 		$98K Buy
+13,500
New +$102K 0.05% 583
2014
Q2 		– Sell
-21,301
Closed -$184K – 810
2014
Q1 		$184K Buy
+21,301
New +$199K 0.11% 464

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynamic Technology Lab's SMFG Position: Q2 2026 in Review

Dynamic Technology Lab sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 26,363 shares — an estimated $521K sold.

Dynamic Technology Lab first reported a position in SMFG in Q1 2014 and held it in 12 quarters. The position peaked at $521K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Dynamic Technology Lab reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Dynamic Technology Lab sold 26,363 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $521K.
  • Dynamic Technology Lab first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 12 quarters.
  • Dynamic Technology Lab's Sumitomo Mitsui Financial position peaked at $521K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.