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LMR Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

LMR Partners’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
Q1 		$563K Buy
+28,506
New +$599K ﹤0.01% 1072
2023
Q2 		– Sell
-27,515
Closed -$220K – 1087
2023
Q1 		$220K Buy
+27,515
New +$233K ﹤0.01% 847
2022
Q3 		– Sell
-2,495,132
Closed -$14.8M – 1295
2022
Q2 		$14.8M Buy
2,495,132
+113,526
+5% +$686K 0.25% 88
2022
Q1 		$15.3M Sell
2,381,606
-357,479
-13% -$2.55M 0.18% 120
2021
Q4 		$18.8M Buy
+2,739,085
New +$18.6M 0.19% 103
2021
Q3 		– Sell
-887,791
Closed -$6.12M – 1174
2021
Q2 		$6.12M Sell
887,791
-1,251,287
-58% -$8.97M 0.09% 179
2021
Q1 		$15.5M Sell
2,139,078
-2,770,410
-56% -$19.3M 0.39% 53
2020
Q4 		$30.3M Sell
4,909,488
-124,869
-2% -$733K 0.47% 20
2020
Q3 		$27.9M Sell
5,034,357
-1,437,904
-22% -$8.24M 0.57% 20
2020
Q2 		$36.4M Sell
6,472,261
-1,517,801
-19% -$8.2M 0.91% 16
2020
Q1 		$40.8M Buy
7,990,062
+1,524,224
+24% +$9.82M 1.9% 16
2019
Q4 		$48.1K Sell
6,465,838
-4,499,304
-41% -$32.4M 0.08% 36
2019
Q3 		$75M Buy
10,965,142
+9,842,769
+877% +$67.2M 3.71% 4
2019
Q2 		$7.92M Buy
+1,122,373
New +$7.95M 0.29% 49
2019
Q1 		– Sell
-3,599,115
Closed -$23.9M – 446
2018
Q4 		$23.9M Buy
3,599,115
+2,804,475
+353% +$20.9M 1.17% 20
2018
Q3 		$6.41M Buy
+794,640
New +$6.28M 0.41% 65
2016
Q3 		– Sell
-59,874
Closed -$343K – 466
2016
Q2 		$343K Buy
+59,874
New +$366K 0.05% 332

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LMR Partners's SMFG Position: Q1 2026 in Review

LMR Partners opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2026: 28,506 shares worth $563K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: LMR Partners previously reported a position in SMFG as recently as Q1 2023.

LMR Partners first reported a position in SMFG in Q2 2016 and has held it in 17 quarters since. The position peaked at $75M in Q3 2019. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • LMR Partners held 28,506 shares of Sumitomo Mitsui Financial worth $563K as of Q1 2026.
  • Sumitomo Mitsui Financial was a new LMR Partners position in Q1 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1072 holding.
  • LMR Partners first reported a position in Sumitomo Mitsui Financial in Q2 2016 and has held it in 17 quarters since.
  • LMR Partners's Sumitomo Mitsui Financial position peaked at $75M in Q3 2019.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.