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Ethic Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ethic Inc’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
Q1 		$7.93M Buy
401,745
+16,722
+4% +$351K 0.12% 174
2025
Q4 		$7.44M Buy
385,023
+8,054
+2% +$140K 0.11% 177
2025
Q3 		$6.31M Buy
376,969
+19,072
+5% +$306K 0.1% 197
2025
Q2 		$5.44M Sell
357,897
-34,776
-9% -$500K 0.1% 216
2025
Q1 		$5.92M Sell
392,673
-22,939
-6% -$349K 0.12% 190
2024
Q4 		$6.02M Buy
415,612
+46,640
+13% +$641K 0.12% 182
2024
Q3 		$4.34M Sell
368,972
-82,149
-18% -$1.08M 0.11% 217
2024
Q2 		$6.05M Buy
451,121
+82,149
+22% +$995K 0.14% 154
2024
Q1 		$4.34M Buy
368,972
+14,398
+4% +$154K 0.11% 217
2023
Q4 		$3.43M Buy
354,574
+28,575
+9% +$277K 0.1% 236
2023
Q3 		$3.21M Buy
325,999
+70,632
+28% +$653K 0.11% 216
2023
Q2 		$2.2M Buy
255,367
+17,051
+7% +$141K 0.08% 284
2023
Q1 		$1.91M Buy
238,316
+77,567
+48% +$656K 0.08% 300
2022
Q4 		$1.29M Buy
160,749
+69,869
+77% +$445K 0.07% 326
2022
Q3 		$500K Buy
90,880
+21,268
+31% +$128K 0.03% 494
2022
Q2 		$411K Buy
69,612
+45,297
+186% +$274K 0.03% 530
2022
Q1 		$152K Sell
24,315
-10,612
-30% -$75.6K 0.01% 718
2021
Q4 		$237K Sell
34,927
-110,006
-76% -$745K 0.02% 571
2021
Q3 		$1.02M Sell
144,933
-6,669
-4% -$46.4K 0.1% 233
2021
Q2 		$1.04M Buy
151,602
+93,142
+159% +$668K 0.13% 202
2021
Q1 		$424K Buy
58,460
+1,691
+3% +$11.8K 0.08% 308
2020
Q4 		$350K Buy
56,769
+21,732
+62% +$128K 0.09% 277
2020
Q3 		$196K Buy
35,037
+10,896
+45% +$62.4K 0.08% 310
2020
Q2 		$136K Sell
24,141
-3,430
-12% -$18.5K 0.08% 255
2020
Q1 		$132K Buy
27,571
+4,026
+17% +$25.9K 0.11% 190
2019
Q4 		$174K Buy
+23,545
New +$169K 0.13% 214

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ethic Inc's SMFG Position: Q1 2026 in Review

Ethic Inc increased its Sumitomo Mitsui Financial (SMFG) stake by 4.3% in Q1 2026, buying an estimated $351K and bringing the position to 401,745 shares worth $7.93M. The position accounts for 0.12% of the portfolio, ranked #174.

Ethic Inc first reported a position in SMFG in Q4 2019 and has held it in 26 quarters since. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Ethic Inc held 401,745 shares of Sumitomo Mitsui Financial worth $7.93M as of Q1 2026.
  • Ethic Inc bought 16,722 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $351K.
  • Sumitomo Mitsui Financial made up 0.12% of Ethic Inc's portfolio in Q1 2026, its #174 holding.
  • Ethic Inc first reported a position in Sumitomo Mitsui Financial in Q4 2019 and has held it in 26 quarters since.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.