HSBC Holdings
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HSBC Holdings’s Sumitomo Mitsui Financial 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings's SMFG Position: Q1 2025 in Review

HSBC Holdings sold out of Sumitomo Mitsui Financial (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. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • HSBC Holdings reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • HSBC Holdings sold 10,554 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $153K.
  • HSBC Holdings first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 10 quarters.
  • HSBC Holdings's Sumitomo Mitsui Financial position peaked at $535K in Q2 2024.
  • 358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

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