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Engineers Gate Manager’s Sumitomo Mitsui Financial SMFG Stock Holding History

Engineers Gate Manager’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 		$531K Buy
+22,540
New +$501K 0.01% 1469
2025
Q4 		– Sell
-111,532
Closed -$1.87M – 2505
2025
Q3 		$1.87M Buy
+111,532
New +$1.79M 0.02% 800
2024
Q1 		– Sell
-15,005
Closed -$145K – 2276
2023
Q4 		$145K Buy
+15,005
New +$145K ﹤0.01% 1713
2023
Q2 		– Sell
-11,467
Closed -$91.7K – 2001
2023
Q1 		$91.7K Sell
11,467
-413
-3% -$3.5K ﹤0.01% 1519
2022
Q4 		$95.3K Sell
11,880
-11,512
-49% -$73.3K 0.01% 1496
2022
Q3 		$129K Sell
23,392
-94,208
-80% -$568K 0.01% 1410
2022
Q2 		$694K Buy
+117,600
New +$710K 0.03% 920
2021
Q2 		– Sell
-14,900
Closed -$108K – 1984
2021
Q1 		$108K Buy
+14,900
New +$104K 0.01% 1695
2020
Q3 		– Sell
-14,800
Closed -$83K – 1954
2020
Q2 		$83K Sell
14,800
-65,091
-81% -$352K ﹤0.01% 1603
2020
Q1 		$383K Buy
79,891
+47,058
+143% +$303K 0.03% 919
2019
Q4 		$243K Buy
+32,833
New +$236K 0.01% 1362
2019
Q1 		– Sell
-52,029
Closed -$339K – 1129
2018
Q4 		$339K Buy
+52,029
New +$388K 0.03% 614
2016
Q3 		– Sell
-14,400
Closed -$82K – 753
2016
Q2 		$82K Buy
+14,400
New +$88K 0.01% 650

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

Engineers Gate Manager's SMFG Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 22,540 shares worth $531K. The stake represents 0.01% of the portfolio and ranks #1469 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in SMFG as recently as Q3 2025.

Engineers Gate Manager first reported a position in SMFG in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.87M in Q3 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Engineers Gate Manager held 22,540 shares of Sumitomo Mitsui Financial worth $531K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Engineers Gate Manager position in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1469 holding.
  • Engineers Gate Manager first reported a position in Sumitomo Mitsui Financial in Q2 2016 and has held it in 13 quarters since.
  • Engineers Gate Manager's Sumitomo Mitsui Financial position peaked at $1.87M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.