JG
SMFG icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jain Global's SMFG Position: Q1 2026 in Review

Jain Global opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2026: 65,902 shares worth $1.3M. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Jain Global previously reported a position in SMFG as recently as Q3 2025.

Jain Global first reported a position in SMFG in Q4 2024 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Jain Global held 65,902 shares of Sumitomo Mitsui Financial worth $1.3M as of Q1 2026.
  • Sumitomo Mitsui Financial was a new Jain Global position in Q1 2026.
  • Sumitomo Mitsui Financial made up 0.01% of Jain Global's portfolio in Q1 2026, its #754 holding.
  • Jain Global first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.