Federation des caisses Desjardins du Quebec’s Sumitomo Mitsui Financial SMFG Stock Holding History

Federation des caisses Desjardins du Quebec’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	–	Sell	-43	Closed	-$831	–	3078
2025 Q4	$831	Buy	+43	New	+$745	﹤0.01%	2695
2022 Q3	–	Sell	-800	Closed	-$4.72K	–	2558
2022 Q2	$4.72K	Hold	800	–	–	﹤0.01%	2138
2022 Q1	$5.02K	Sell	800 -540	-40%	-$3.85K	﹤0.01%	2192
2021 Q4	$9.1K	Hold	1,340	–	–	﹤0.01%	2052
2021 Q3	$9.39K	Hold	1,340	–	–	﹤0.01%	2063
2021 Q2	$9.23K	Hold	1,340	–	–	﹤0.01%	2071
2021 Q1	$9.71K	Buy	1,340 +540	+68%	+$3.76K	﹤0.01%	2011
2020 Q4	$4.94K	Buy	+800	New	+$4.69K	﹤0.01%	2080
2018 Q1	–	Sell	-1,775	Closed	-$15.4K	–	2213
2017 Q4	$15.4K	Sell	1,775 -438	-20%	-$3.55K	﹤0.01%	1625
2017 Q3	$17.1K	Hold	2,213	–	–	﹤0.01%	1561
2017 Q2	$17.4K	Hold	2,213	–	–	﹤0.01%	1606
2017 Q1	$16K	Buy	+2,213	New	+$17.2K	﹤0.01%	1339

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's SMFG Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 43 shares — an estimated $831 sold.

Federation des caisses Desjardins du Quebec first reported a position in SMFG in Q1 2017 and held it in 12 quarters. The position peaked at $17.4K in Q2 2017. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Federation des caisses Desjardins du Quebec reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 43 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $831.
Federation des caisses Desjardins du Quebec first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 12 quarters.
Federation des caisses Desjardins du Quebec's Sumitomo Mitsui Financial position peaked at $17.4K in Q2 2017.
444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.