KeyBank National Association
SMFG icon

KeyBank National Association’s Sumitomo Mitsui Financial SMFG Stock Holding History

KeyBank National Association’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 		$2.26M Buy
95,804
+24,874
+35% +$552K 0.01% 469
2026
Q1 		$1.4M Buy
70,930
+39,398
+125% +$828K 0.01% 528
2025
Q4 		$610K Buy
31,532
+4,899
+18% +$84.9K ﹤0.01% 728
2025
Q3 		$446K Buy
26,633
+4,168
+19% +$66.8K ﹤0.01% 840
2025
Q2 		$339K Buy
22,465
+2,681
+14% +$38.6K ﹤0.01% 932
2025
Q1 		$306K Sell
19,784
-232
-1% -$3.53K ﹤0.01% 961
2024
Q4 		$290K Sell
20,016
-426
-2% -$5.85K ﹤0.01% 1009
2024
Q3 		$258K Buy
20,442
+252
+1% +$3.33K ﹤0.01% 1026
2024
Q2 		$271K Buy
20,190
+3,766
+23% +$45.6K ﹤0.01% 964
2024
Q1 		$193K Buy
16,424
+1,980
+14% +$21.2K ﹤0.01% 1052
2023
Q4 		$140K Sell
14,444
-942
-6% -$9.13K ﹤0.01% 1054
2023
Q3 		$152K Buy
15,386
+1,741
+13% +$16.1K ﹤0.01% 994
2023
Q2 		$117K Buy
13,645
+476
+4% +$3.93K ﹤0.01% 1035
2023
Q1 		$105K Sell
13,169
-2,391
-15% -$20.2K ﹤0.01% 1032
2022
Q4 		$125K Sell
15,560
-4,261
-21% -$27.1K ﹤0.01% 1027
2022
Q3 		$109K Sell
19,821
-659
-3% -$3.97K ﹤0.01% 1014
2022
Q2 		$121K Sell
20,480
-1,735
-8% -$10.5K ﹤0.01% 1036
2022
Q1 		$139K Buy
22,215
+11,588
+109% +$82.5K ﹤0.01% 1047
2021
Q4 		$72K Buy
+10,627
New +$72K ﹤0.01% 1070
2018
Q4 		– Sell
-11,205
Closed -$90K – 1031
2018
Q3 		$90K Sell
11,205
-2,005
-15% -$15.8K ﹤0.01% 1034
2018
Q2 		$103K Buy
13,210
+120
+0.9% +$997 ﹤0.01% 1019
2018
Q1 		$111K Sell
13,090
-1,060
-7% -$9.47K ﹤0.01% 1028
2017
Q4 		$123K Buy
+14,150
New +$115K ﹤0.01% 1019
2016
Q1 		– Sell
-11,858
Closed -$90K – 1140
2015
Q4 		$90K Hold
11,858
– – ﹤0.01% 1103
2015
Q3 		$90K Hold
11,858
– – ﹤0.01% 1112
2015
Q2 		$105K Sell
11,858
-687
-5% -$5.96K ﹤0.01% 1184
2015
Q1 		$97K Buy
+12,545
New +$93.8K ﹤0.01% 1194

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

KeyBank National Association's SMFG Position: Q2 2026 in Review

KeyBank National Association increased its Sumitomo Mitsui Financial (SMFG) stake by 35% in Q2 2026, buying an estimated $552K and bringing the position to 95,804 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #469.

KeyBank National Association first reported a position in SMFG in Q1 2015 and has held it in 27 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • KeyBank National Association held 95,804 shares of Sumitomo Mitsui Financial worth $2.26M as of Q2 2026.
  • KeyBank National Association bought 24,874 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $552K.
  • Sumitomo Mitsui Financial made up 0.01% of KeyBank National Association's portfolio in Q2 2026, its #469 holding.
  • KeyBank National Association first reported a position in Sumitomo Mitsui Financial in Q1 2015 and has held it in 27 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.