Jeff Yass’s Sumitomo Mitsui Financial SMFG Stock Holding History

Jeff Yass’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	$10.2M	Buy	+434,300	New	+$9.64M	﹤0.01%	3376
2026 Q1	–	Sell	-53,100	Closed	-$1.03M	–	14023
2025 Q4	$1.03M	Buy	53,100 +100	+0.2%	+$1.73K	﹤0.01%	7132
2025 Q3	$887K	Sell	53,000 -1,504,600	-97%	-$24.1M	﹤0.01%	7625
2025 Q2	$23.5M	Buy	+1,557,600	New	+$22.4M	﹤0.01%	1833
2024 Q4	–	Sell	-17,800	Closed	-$225K	–	13139
2024 Q3	$225K	Buy	+17,800	New	+$235K	﹤0.01%	10227
2024 Q1	–	Sell	-101,600	Closed	-$983K	–	13245
2023 Q4	$983K	Buy	101,600 +74,300	+272%	+$720K	﹤0.01%	7032
2023 Q3	$269K	Buy	+27,300	New	+$253K	﹤0.01%	9596
2018 Q3	–	Sell	-28,800	Closed	-$224K	–	10148
2018 Q2	$224K	Buy	+28,800	New	+$239K	﹤0.01%	8402
2017 Q3	–	Sell	-10,600	Closed	-$83K	–	9560
2017 Q2	$83K	Buy	+10,600	New	+$78.8K	﹤0.01%	8768
2015 Q3	–	Sell	-17,200	Closed	-$153K	–	10143
2015 Q2	$153K	Buy	+17,200	New	+$149K	﹤0.01%	9479
2014 Q4	–	Sell	-14,000	Closed	-$115K	–	10055
2014 Q3	$115K	Sell	14,000 -36,700	-72%	-$301K	﹤0.01%	9030
2014 Q2	$429K	Buy	+50,700	New	+$418K	﹤0.01%	7774

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jeff Yass's SMFG Position: Q2 2026 in Review

Jeff Yass increased its Sumitomo Mitsui Financial (SMFG) stake by 1,095% in Q2 2026, buying an estimated $3.32M and bringing the position to 163,083 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #5125.

Jeff Yass first reported a position in SMFG in Q2 2013 and has held it in 35 quarters since. The position peaked at $4.02M in Q3 2015. 457 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Jeff Yass held 163,083 shares of Sumitomo Mitsui Financial worth $3.85M as of Q2 2026.
Jeff Yass bought 149,438 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.32M.
Sumitomo Mitsui Financial made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5125 holding.
Jeff Yass first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 35 quarters since.
Jeff Yass's Sumitomo Mitsui Financial position peaked at $4.02M in Q3 2015.
457 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.