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Hilltop Holdings’s Sumitomo Mitsui Financial SMFG Stock Holding History

Hilltop Holdings’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
Q3 		– Sell
-10,312
Closed -$156K – 964
2025
Q2 		$156K Buy
+10,312
New +$148K 0.01% 840
2020
Q3 		– Sell
-11,084
Closed -$62K – 447
2020
Q2 		$62K Sell
11,084
-1,500
-12% -$8.1K 0.01% 379
2020
Q1 		$60K Sell
12,584
-254
-2% -$1.64K 0.01% 334
2019
Q4 		$95K Sell
12,838
-2,258
-15% -$16.2K 0.02% 405
2019
Q3 		$103K Sell
15,096
-2,798
-16% -$19.1K 0.02% 392
2019
Q2 		$126K Sell
17,894
-142
-0.8% -$1K 0.03% 366
2019
Q1 		$127K Hold
18,036
– – 0.03% 370
2018
Q4 		$117K Buy
18,036
+3,085
+21% +$23K 0.03% 328
2018
Q3 		$120K Sell
14,951
-424
-3% -$3.35K 0.03% 410
2018
Q2 		$119K Buy
15,375
+2,144
+16% +$17.8K 0.03% 401
2018
Q1 		$112K Sell
13,231
-189
-1% -$1.69K 0.02% 394
2017
Q4 		$117K Buy
+13,420
New +$109K 0.03% 323
2016
Q1 		– Sell
-16,485
Closed -$125K – 313
2015
Q4 		$125K Buy
16,485
+2,825
+21% +$22.2K 0.04% 313
2015
Q3 		$104K Buy
+13,660
New +$115K 0.03% 319

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hilltop Holdings's SMFG Position: Q3 2025 in Review

Hilltop Holdings sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2025, closing a stake of 10,312 shares — an estimated $156K sold.

Hilltop Holdings first reported a position in SMFG in Q3 2015 and held it in 14 quarters. The position peaked at $156K in Q2 2025. 395 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

  • Hilltop Holdings reported no remaining Sumitomo Mitsui Financial position as of Q3 2025 after selling out during the quarter.
  • Hilltop Holdings sold 10,312 Sumitomo Mitsui Financial shares in Q3 2025, an estimated $156K.
  • Hilltop Holdings first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 14 quarters.
  • Hilltop Holdings's Sumitomo Mitsui Financial position peaked at $156K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2025.

Based on Hilltop Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.