Lazard Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $624K | Sell |
31,593
-255
| -0.8% | -$5.36K | ﹤0.01% | 1315 |
|
|
2025
Q4 | $616K | Sell |
31,848
-876
| -3% | -$15.2K | ﹤0.01% | 1310 |
|
|
2025
Q3 | $548K | Sell |
32,724
-1,804
| -5% | -$28.9K | ﹤0.01% | 1328 |
|
|
2025
Q2 | $521K | Buy |
34,528
+454
| +1% | +$6.53K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $526K | Sell |
34,074
-4,827
| -12% | -$73.4K | ﹤0.01% | 1397 |
|
|
2024
Q4 | $563K | Sell |
38,901
-866
| -2% | -$11.9K | ﹤0.01% | 1330 |
|
|
2024
Q3 | $502K | Buy |
39,767
+1,081
| +3% | +$14.3K | ﹤0.01% | 1359 |
|
|
2024
Q2 | $518K | Sell |
38,686
-725
| -2% | -$8.78K | ﹤0.01% | 1189 |
|
|
2024
Q1 | $463K | Sell |
39,411
-44,652
| -53% | -$479K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $813K | Sell |
84,063
-4,892,183
| -98% | -$47.4M | ﹤0.01% | 994 |
|
|
2023
Q3 | $49M | Sell |
4,976,246
-2,535,247
| -34% | -$23.5M | 0.07% | 211 |
|
|
2023
Q2 | $64.6M | Buy |
7,511,493
+2,329,260
| +45% | +$19.2M | 0.08% | 188 |
|
|
2023
Q1 | $41.5M | Sell |
5,182,233
-3,031,650
| -37% | -$25.7M | 0.05% | 253 |
|
|
2022
Q4 | $65.9M | Sell |
8,213,883
-188,824
| -2% | -$1.2M | 0.09% | 192 |
|
|
2022
Q3 | $46.2M | Sell |
8,402,707
-176,742
| -2% | -$1.07M | 0.07% | 240 |
|
|
2022
Q2 | $50.6M | Sell |
8,579,449
-449,916
| -5% | -$2.72M | 0.07% | 234 |
|
|
2022
Q1 | $56.6M | Buy |
9,029,365
+69,960
| +0.8% | +$498K | 0.07% | 250 |
|
|
2021
Q4 | $60.8M | Sell |
8,959,405
-3,817,157
| -30% | -$25.9M | 0.06% | 251 |
|
|
2021
Q3 | $89.6M | Sell |
12,776,562
-196,669
| -2% | -$1.37M | 0.1% | 191 |
|
|
2021
Q2 | $89.4M | Sell |
12,973,231
-168,572
| -1% | -$1.21M | 0.1% | 186 |
|
|
2021
Q1 | $95.3M | Buy |
13,141,803
+711,596
| +6% | +$4.96M | 0.12% | 154 |
|
|
2020
Q4 | $76.7M | Sell |
12,430,207
-732,426
| -6% | -$4.3M | 0.1% | 178 |
|
|
2020
Q3 | $73.6M | Sell |
13,162,633
-473,750
| -3% | -$2.72M | 0.1% | 158 |
|
|
2020
Q2 | $76.6M | Sell |
13,636,383
-528,543
| -4% | -$2.86M | 0.12% | 150 |
|
|
2020
Q1 | $67.8M | Sell |
14,164,926
-541,015
| -4% | -$3.48M | 0.12% | 131 |
|
|
2019
Q4 | $109M | Sell |
14,705,941
-177,528
| -1% | -$1.28M | 0.16% | 125 |
|
|
2019
Q3 | $102M | Sell |
14,883,469
-167,838
| -1% | -$1.15M | 0.17% | 116 |
|
|
2019
Q2 | $106M | Sell |
15,051,307
-189,540
| -1% | -$1.34M | 0.17% | 114 |
|
|
2019
Q1 | $107M | Buy |
15,240,847
+1,013,715
| +7% | +$7.25M | 0.18% | 114 |
|
|
2018
Q4 | $92.6M | Sell |
14,227,132
-859,435
| -6% | -$6.42M | 0.17% | 117 |
|
|
2018
Q3 | $121M | Buy |
15,086,567
+144,015
| +1% | +$1.14M | 0.2% | 106 |
|
|
2018
Q2 | $116M | Buy |
14,942,552
+276,640
| +2% | +$2.3M | 0.2% | 101 |
|
|
2018
Q1 | $125M | Buy |
14,665,912
+792,391
| +6% | +$7.08M | 0.21% | 97 |
|
|
2017
Q4 | $121M | Sell |
13,873,521
-30,913
| -0.2% | -$251K | 0.21% | 97 |
|
|
2017
Q3 | $107M | Buy |
13,904,434
+155,312
| +1% | +$1.18M | 0.19% | 95 |
|
|
2017
Q2 | $108M | Buy |
13,749,122
+41,835
| +0.3% | +$311K | 0.2% | 94 |
|
|
2017
Q1 | $99.4M | Sell |
13,707,287
-130,573
| -0.9% | -$1.01M | 0.19% | 95 |
|
|
2016
Q4 | $106M | Sell |
13,837,860
-667,714
| -5% | -$4.85M | 0.22% | 85 |
|
|
2016
Q3 | $97.9M | Buy |
14,505,574
+60,419
| +0.4% | +$392K | 0.19% | 96 |
|
|
2016
Q2 | $82.6M | Buy |
14,445,155
+301,984
| +2% | +$1.85M | 0.17% | 105 |
|
|
2016
Q1 | $85M | Buy |
14,143,171
+781,122
| +6% | +$4.87M | 0.19% | 110 |
|
|
2015
Q4 | $101M | Buy |
13,362,049
+138,620
| +1% | +$1.09M | 0.23% | 96 |
|
|
2015
Q3 | $101M | Buy |
13,223,429
+275,315
| +2% | +$2.31M | 0.24% | 107 |
|
|
2015
Q2 | $115M | Sell |
12,948,114
-1,971,849
| -13% | -$17.1M | 0.24% | 108 |
|
|
2015
Q1 | $115M | Buy |
14,919,963
+872,121
| +6% | +$6.52M | 0.25% | 113 |
|
|
2014
Q4 | $102M | Buy |
14,047,842
+303,747
| +2% | +$2.3M | 0.22% | 111 |
|
|
2014
Q3 | $113M | Buy |
13,744,095
+1,996,250
| +17% | +$16.4M | 0.24% | 108 |
|
|
2014
Q2 | $99.5M | Buy |
11,747,845
+99,197
| +0.9% | +$817K | 0.21% | 119 |
|
|
2014
Q1 | $101M | Buy |
11,648,648
+1,062,809
| +10% | +$9.94M | 0.23% | 121 |
|
|
2013
Q4 | $111M | Buy |
10,585,839
+348,823
| +3% | +$3.47M | 0.25% | 108 |
|
|
2013
Q3 | $99.6M | Sell |
10,237,016
-657,205
| -6% | -$6.24M | 0.24% | 111 |
|
|
2013
Q2 | $100M | Buy |
+10,894,221
| New | +$97.3M | 0.24% | 107 |
|
Other funds holding SMFG
CCMG
Lazard Asset Management's SMFG Position: Q1 2026 in Review
Lazard Asset Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.8% in Q1 2026, selling an estimated $5.36K and leaving 31,593 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.
Lazard Asset Management first reported a position in SMFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $125M in Q1 2018. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.
- Lazard Asset Management held 31,593 shares of Sumitomo Mitsui Financial worth $624K as of Q1 2026.
- Lazard Asset Management sold 255 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $5.36K.
- Sumitomo Mitsui Financial made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1315 holding.
- Lazard Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 52 quarters since.
- Lazard Asset Management's Sumitomo Mitsui Financial position peaked at $125M in Q1 2018.
- 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.
Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.