Mariner
SMFG icon

Mariner’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mariner’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 		$8.59M Buy
435,188
+25,433
+6% +$534K 0.01% 817
2025
Q4 		$7.92M Buy
409,755
+7,710
+2% +$134K 0.01% 813
2025
Q3 		$6.73M Buy
402,045
+21,512
+6% +$345K 0.01% 793
2025
Q2 		$5.75M Sell
380,533
-17,560
-4% -$253K 0.01% 816
2025
Q1 		$6.16M Sell
398,093
-6,963
-2% -$106K 0.01% 741
2024
Q4 		$5.87M Buy
405,056
+8,389
+2% +$115K 0.01% 740
2024
Q3 		$4.99M Buy
396,667
+4,269
+1% +$56.4K 0.01% 782
2024
Q2 		$5.26M Buy
392,398
+1,964
+0.5% +$23.8K 0.01% 706
2024
Q1 		$4.6M Buy
390,434
+34,361
+10% +$369K 0.01% 767
2023
Q4 		$3.45M Buy
356,073
+33,906
+11% +$329K 0.01% 822
2023
Q3 		$3.17M Buy
322,167
+15,922
+5% +$147K 0.01% 797
2023
Q2 		$2.63M Buy
306,245
+67,669
+28% +$559K 0.01% 869
2023
Q1 		$1.91M Buy
238,576
+14,438
+6% +$122K 0.01% 982
2022
Q4 		$1.8M Sell
224,138
-112,203
-33% -$715K 0.01% 978
2022
Q3 		$1.85M Buy
336,341
+253,914
+308% +$1.53M 0.01% 807
2022
Q2 		$486K Buy
82,427
+21,990
+36% +$133K ﹤0.01% 1136
2022
Q1 		$379K Buy
60,437
+16,812
+39% +$120K ﹤0.01% 1221
2021
Q4 		$296K Buy
43,625
+13,310
+44% +$90.2K ﹤0.01% 1107
2021
Q3 		$213K Buy
+30,315
New +$211K ﹤0.01% 984

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

Mariner's SMFG Position: Q1 2026 in Review

Mariner increased its Sumitomo Mitsui Financial (SMFG) stake by 6.2% in Q1 2026, buying an estimated $534K and bringing the position to 435,188 shares worth $8.59M. The position accounts for 0.01% of the portfolio, ranked #817.

Mariner first reported a position in SMFG in Q3 2021 and has held it in 19 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Mariner held 435,188 shares of Sumitomo Mitsui Financial worth $8.59M as of Q1 2026.
  • Mariner bought 25,433 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $534K.
  • Sumitomo Mitsui Financial made up 0.01% of Mariner's portfolio in Q1 2026, its #817 holding.
  • Mariner first reported a position in Sumitomo Mitsui Financial in Q3 2021 and has held it in 19 quarters since.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.