JFG
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Jefferies Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Jefferies Financial Group’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 		$791K Buy
33,526
+4,140
+14% +$91.9K 0.01% 1071
2026
Q1 		$580K Buy
29,386
+8,408
+40% +$177K ﹤0.01% 1146
2025
Q4 		$406K Buy
20,978
+3,141
+18% +$54.4K ﹤0.01% 1403
2025
Q3 		$299K Sell
17,837
-205
-1% -$3.28K ﹤0.01% 1206
2025
Q2 		$273K Sell
18,042
-955
-5% -$13.7K ﹤0.01% 1056
2025
Q1 		$294K Buy
18,997
+686
+4% +$10.4K ﹤0.01% 1246
2024
Q4 		$265K Buy
18,311
+1,290
+8% +$17.7K ﹤0.01% 1301
2024
Q3 		$215K Sell
17,021
-14,637
-46% -$193K ﹤0.01% 1209
2024
Q2 		$425K Hold
31,658
– – ﹤0.01% 1014
2024
Q1 		$373K Buy
31,658
+3,995
+14% +$42.9K ﹤0.01% 1139
2023
Q4 		$268K Hold
27,663
– – ﹤0.01% 1400
2023
Q3 		$272K Buy
27,663
+3,331
+14% +$30.8K ﹤0.01% 1252
2023
Q2 		$209K Buy
+24,332
New +$201K ﹤0.01% 1417

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

Jefferies Financial Group's SMFG Position: Q2 2026 in Review

Jefferies Financial Group increased its Sumitomo Mitsui Financial (SMFG) stake by 14% in Q2 2026, buying an estimated $91.9K and bringing the position to 33,526 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #1071.

Jefferies Financial Group first reported a position in SMFG in Q2 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Jefferies Financial Group held 33,526 shares of Sumitomo Mitsui Financial worth $791K as of Q2 2026.
  • Jefferies Financial Group bought 4,140 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $91.9K.
  • Sumitomo Mitsui Financial made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1071 holding.
  • Jefferies Financial Group first reported a position in Sumitomo Mitsui Financial in Q2 2023 and has held it in 13 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.