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Hexagon Capital Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-7,431
Closed -$115K – 1450
2025
Q1 		$115K Buy
7,431
+403
+6% +$6.13K 0.02% 291
2024
Q4 		$102K Buy
7,028
+770
+12% +$10.6K 0.02% 320
2024
Q3 		$79K Buy
6,258
+356
+6% +$4.7K 0.02% 357
2024
Q2 		$79.1K Sell
5,902
-214
-3% -$2.59K 0.02% 337
2024
Q1 		$72K Sell
6,116
-44
-0.7% -$472 0.02% 357
2023
Q4 		$59.6K Buy
6,160
+1,239
+25% +$12K 0.01% 368
2023
Q3 		$48.5K Sell
4,921
-310
-6% -$2.87K 0.01% 372
2023
Q2 		$45K Sell
5,231
-307
-6% -$2.54K 0.01% 391
2023
Q1 		$44.3K Sell
5,538
-212
-4% -$1.79K 0.01% 377
2022
Q4 		$46.1K Sell
5,750
-4,102
-42% -$26.1K 0.01% 375
2022
Q3 		$54K Buy
9,852
+2,214
+29% +$13.4K 0.02% 363
2022
Q2 		$45K Buy
7,638
+3,191
+72% +$19.3K 0.01% 390
2022
Q1 		$28K Hold
4,447
– – 0.01% 452
2021
Q4 		$30K Hold
4,447
– – 0.01% 437
2021
Q3 		$31K Hold
4,447
– – 0.01% 410
2021
Q2 		$31K Hold
4,447
– – 0.01% 388
2021
Q1 		$32K Hold
4,447
– – 0.01% 359
2020
Q4 		$27K Hold
4,447
– – 0.01% 346
2020
Q3 		$25K Buy
+4,447
New +$25.5K 0.01% 331

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hexagon Capital Partners's SMFG Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2025, closing a stake of 7,431 shares — an estimated $115K sold.

Hexagon Capital Partners first reported a position in SMFG in Q3 2020 and held it in 19 quarters. The position peaked at $115K in Q1 2025. 370 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 7,431 Sumitomo Mitsui Financial shares in Q2 2025, an estimated $115K.
  • Hexagon Capital Partners first reported a position in Sumitomo Mitsui Financial in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's Sumitomo Mitsui Financial position peaked at $115K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.