IRC
SMFG icon

Investors Research Corp’s Sumitomo Mitsui Financial SMFG Stock Holding History

Investors Research Corp’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
-48,775
Closed -$943K – 938
2025
Q4 		$943K Sell
48,775
-7,779
-14% -$135K 0.17% 111
2025
Q3 		$947K Hold
56,554
– – 0.18% 117
2025
Q2 		$855K Sell
56,554
-1,100
-2% -$15.8K 0.17% 125
2025
Q1 		$891K Sell
57,654
-11,225
-16% -$171K 0.19% 121
2024
Q4 		$998K Sell
68,879
-675
-1% -$9.27K 0.22% 96
2024
Q3 		$878K Hold
69,554
– – 0.19% 128
2024
Q2 		$933K Hold
69,554
– – 0.22% 107
2024
Q1 		$819K Sell
69,554
-850
-1% -$9.12K 0.19% 132
2023
Q4 		$682K Sell
70,404
-125
-0.2% -$1.21K 0.16% 161
2023
Q3 		$695K Hold
70,529
– – 0.18% 155
2023
Q2 		$607K Hold
70,529
– – 0.15% 170
2023
Q1 		$564K Hold
70,529
– – 0.15% 189
2022
Q4 		$566K Sell
70,529
-1,325
-2% -$8.44K 0.15% 186
2022
Q3 		$395K Hold
71,854
– – 0.12% 218
2022
Q2 		$424K Hold
71,854
– – 0.13% 217
2022
Q1 		$451K Hold
71,854
– – 0.13% 206
2021
Q4 		$488K Hold
71,854
– – 0.15% 185
2021
Q3 		$504K Hold
71,854
– – 0.17% 172
2021
Q2 		$495K Hold
71,854
– – 0.17% 175
2021
Q1 		$521K Sell
71,854
-3,025
-4% -$21.1K 0.2% 173
2020
Q4 		$462K Sell
74,879
-1,100
-1% -$6.45K 0.18% 188
2020
Q3 		$425K Sell
75,979
-2,650
-3% -$15.2K 0.21% 157
2020
Q2 		$442K Hold
78,629
– – 0.22% 154
2020
Q1 		$377K Hold
78,629
– – 0.24% 156
2019
Q4 		$583K Buy
78,629
+78,400
+34,236% +$564K 0.27% 124
2019
Q3 		$2K Hold
229
– – ﹤0.01% 1042
2019
Q2 		$2K Hold
229
– – ﹤0.01% 990
2019
Q1 		$2K Buy
+229
New +$1.64K ﹤0.01% 964

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Research Corp's SMFG Position: Q1 2026 in Review

Investors Research Corp sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 48,775 shares — an estimated $943K sold.

Investors Research Corp first reported a position in SMFG in Q1 2019 and held it in 28 quarters. The position peaked at $998K in Q4 2024. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Investors Research Corp reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Investors Research Corp sold 48,775 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $943K.
  • Investors Research Corp first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 28 quarters.
  • Investors Research Corp's Sumitomo Mitsui Financial position peaked at $998K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.