HSBC Holdings’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

HSBC 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 Q1	–	Sell	-10,554	Closed	-$153K	–	3239
2024 Q4	$153K	Sell	10,554 -4,724	-31%	-$64.9K	﹤0.01%	2787
2024 Q3	$193K	Sell	15,278 -24,591	-62%	-$325K	﹤0.01%	2631
2024 Q2	$535K	Buy	39,869 +15,174	+61%	+$184K	﹤0.01%	1940
2024 Q1	$291K	Buy	24,695 +752	+3%	+$8.07K	﹤0.01%	2464
2023 Q4	$232K	Sell	23,943 -608	-2%	-$5.89K	﹤0.01%	2402
2023 Q3	$242K	Sell	24,551 -251	-1%	-$2.32K	﹤0.01%	2326
2023 Q2	$213K	Buy	24,802 +2	+0%	+$17	﹤0.01%	2294
2023 Q1	$198K	Buy	+24,800	New	+$210K	﹤0.01%	2396
2018 Q2	–	Sell	-13,338	Closed	-$113K	–	2688
2018 Q1	$113K	Buy	13,338 +2,830	+27%	+$25.3K	﹤0.01%	2464
2017 Q4	$91K	Buy	+10,508	New	+$85.2K	﹤0.01%	1982

Other funds holding SMFG

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings's SMFG Position: Q1 2025 in Review

HSBC Holdings sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2025, closing a stake of 10,554 shares — an estimated $153K sold.

HSBC Holdings first reported a position in SMFG in Q4 2017 and held it in 10 quarters. The position peaked at $535K in Q2 2024. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

HSBC Holdings reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2025 after selling out during the quarter.
HSBC Holdings sold 10,554 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2025, an estimated $153K.
HSBC Holdings first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and held it in 10 quarters.
HSBC Holdings's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $535K in Q2 2024.
359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2025.

Based on HSBC Holdings's 13F filing for Q1 2025, filed 14 May 2025.