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Jain Global’s Sumitomo Mitsui Financial SMFG Stock Holding History

Jain Global’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 		$663K Sell
28,102
-37,800
-57% -$839K ﹤0.01% 1117
2026
Q1 		$1.3M Buy
+65,902
New +$1.38M 0.01% 754
2025
Q4 		– Sell
-14,602
Closed -$244K – 1493
2025
Q3 		$244K Buy
+14,602
New +$234K ﹤0.01% 854
2025
Q1 		– Sell
-27,553
Closed -$399K – 1321
2024
Q4 		$399K Buy
+27,553
New +$378K 0.01% 497

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

Jain Global's SMFG Position: Q2 2026 in Review

Jain Global reduced its Sumitomo Mitsui Financial (SMFG) stake by 57% in Q2 2026, selling an estimated $839K and leaving 28,102 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Jain Global first reported a position in SMFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.3M in Q1 2026. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Jain Global held 28,102 shares of Sumitomo Mitsui Financial worth $663K as of Q2 2026.
  • Jain Global sold 37,800 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $839K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Jain Global's portfolio in Q2 2026, its #1117 holding.
  • Jain Global first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 4 quarters since.
  • Jain Global's Sumitomo Mitsui Financial position peaked at $1.3M in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.