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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 		$10.3M Buy
+436,300
New +$9.69M ﹤0.01% 3366
2025
Q4 		– Sell
-18,800
Closed -$315K – 13517
2025
Q3 		$315K Sell
18,800
-23,500
-56% -$376K ﹤0.01% 9996
2025
Q2 		$639K Buy
+42,300
New +$608K ﹤0.01% 8601
2021
Q4 		– Sell
-29,700
Closed -$208K – 13840
2021
Q3 		$208K Sell
29,700
-12,500
-30% -$87K ﹤0.01% 11406
2021
Q2 		$291K Buy
42,200
+10,100
+31% +$72.4K ﹤0.01% 10820
2021
Q1 		$233K Buy
+32,100
New +$224K ﹤0.01% 11122
2020
Q3 		– Sell
-16,000
Closed -$90K – 11097
2020
Q2 		$90K Sell
16,000
-1,600
-9% -$8.64K ﹤0.01% 9551
2020
Q1 		$84K Buy
+17,600
New +$113K ﹤0.01% 9431
2015
Q2 		– Sell
-94,100
Closed -$728K – 10432
2015
Q1 		$728K Sell
94,100
-19,100
-17% -$143K ﹤0.01% 6373
2014
Q4 		$824K Buy
113,200
+97,800
+635% +$742K ﹤0.01% 6239
2014
Q3 		$126K Sell
15,400
-1,500
-9% -$12.3K ﹤0.01% 8990
2014
Q2 		$143K Buy
16,900
+2,700
+19% +$22.2K ﹤0.01% 9269
2014
Q1 		$123K Sell
14,200
-1,200
-8% -$11.2K ﹤0.01% 8493
2013
Q4 		$162K Buy
+15,400
New +$153K ﹤0.01% 8410

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

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.