IQI
SMFG icon

Integrated Quantitative Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Integrated Quantitative Investments’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
Q2 		$1.54M Sell
65,381
-65,381
-50% -$1.45M 0.25% 129
2026
Q1 		$2.58M Buy
130,762
+65,381
+100% +$1.37M 0.47% 34
2025
Q4 		$1.26M Hold
65,381
– – 0.27% 141
2025
Q3 		$1.09M Buy
+65,381
New +$1.05M 0.31% 121

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Quantitative Investments's SMFG Position: Q2 2026 in Review

Integrated Quantitative Investments reduced its Sumitomo Mitsui Financial (SMFG) stake by 50% in Q2 2026, selling an estimated $1.45M and leaving 65,381 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #129.

Integrated Quantitative Investments first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q1 2026. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Integrated Quantitative Investments held 65,381 shares of Sumitomo Mitsui Financial worth $1.54M as of Q2 2026.
  • Integrated Quantitative Investments sold 65,381 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.45M.
  • Sumitomo Mitsui Financial made up 0.25% of Integrated Quantitative Investments's portfolio in Q2 2026, its #129 holding.
  • Integrated Quantitative Investments first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • Integrated Quantitative Investments's Sumitomo Mitsui Financial position peaked at $2.58M in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.