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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
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 $1.66T 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Engineers Gate Manager's SMFG Position: Q4 2025 in Review

Engineers Gate Manager sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 111,532 shares — an estimated $1.87M sold.

Engineers Gate Manager first reported a position in SMFG in Q2 2016 and held it in 12 quarters. The position peaked at $1.87M in Q3 2025. 422 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Engineers Gate Manager reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 111,532 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $1.87M.
  • Engineers Gate Manager first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 12 quarters.
  • Engineers Gate Manager's Sumitomo Mitsui Financial position peaked at $1.87M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.