Goldman Sachs
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Goldman Sachs’s Sumitomo Mitsui Financial SMFG Stock Holding History

Goldman Sachs’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
2023
Q4 		– Sell
-1,274,000
Closed -$12.5M – 5822
2023
Q3 		$12.5M Buy
+1,274,000
New +$11.8M ﹤0.01% 2200

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
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 $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs's SMFG Position: Q1 2026 in Review

Goldman Sachs reduced its Sumitomo Mitsui Financial (SMFG) stake by 2.7% in Q1 2026, selling an estimated $6.21M and leaving 10,708,002 shares worth $211M. The position accounts for 0.02% of the portfolio, ranked #660.

Goldman Sachs first reported a position in SMFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $213M in Q4 2025. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Goldman Sachs held 10,708,002 shares of Sumitomo Mitsui Financial worth $211M as of Q1 2026.
  • Goldman Sachs sold 295,836 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $6.21M.
  • Sumitomo Mitsui Financial made up 0.02% of Goldman Sachs's portfolio in Q1 2026, its #660 holding.
  • Goldman Sachs first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 52 quarters since.
  • Goldman Sachs's Sumitomo Mitsui Financial position peaked at $213M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.