HF
SMFG icon

HRT Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

HRT Financial’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
-30,063
Closed -$581K – 4650
2025
Q4 		$581K Sell
30,063
-73,933
-71% -$1.28M ﹤0.01% 2031
2025
Q3 		$1.74M Buy
+103,996
New +$1.67M 0.01% 1217
2024
Q3 		– Sell
-52,684
Closed -$706K – 3073
2024
Q2 		$706K Buy
+52,684
New +$638K ﹤0.01% 1154
2023
Q4 		– Sell
-46,152
Closed -$454K – 3012
2023
Q3 		$454K Sell
46,152
-106,819
-70% -$988K ﹤0.01% 1458
2023
Q2 		$1.31M Sell
152,971
-19,110
-11% -$158K 0.01% 786
2023
Q1 		$1.38M Buy
172,081
+136,705
+386% +$1.16M 0.02% 791
2022
Q4 		$283K Sell
35,376
-42,750
-55% -$272K ﹤0.01% 1755
2022
Q3 		$429K Buy
+78,126
New +$471K ﹤0.01% 1750
2021
Q4 		– Sell
-32,124
Closed -$225K – 4001
2021
Q3 		$225K Sell
32,124
-16,278
-34% -$113K ﹤0.01% 2605
2021
Q2 		$333K Buy
+48,402
New +$347K ﹤0.01% 2082
2019
Q2 		– Sell
-71,355
Closed -$501K – 896
2019
Q1 		$501K Buy
+71,355
New +$510K 0.08% 187

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

HRT Financial's SMFG Position: Q1 2026 in Review

HRT Financial sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 30,063 shares — an estimated $581K sold.

HRT Financial first reported a position in SMFG in Q1 2019 and held it in 11 quarters. The position peaked at $1.74M in Q3 2025. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • HRT Financial reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 30,063 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $581K.
  • HRT Financial first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 11 quarters.
  • HRT Financial's Sumitomo Mitsui Financial position peaked at $1.74M in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.