Massachusetts Financial Services
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Massachusetts Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Massachusetts Financial Services’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 		$24.1M Buy
1,022,557
+167,958
+20% +$3.73M 0.01% 631
2026
Q1 		$16.9M Buy
854,599
+118,132
+16% +$2.48M 0.01% 670
2025
Q4 		$14.2M Buy
736,467
+93,024
+14% +$1.61M ﹤0.01% 687
2025
Q3 		$10.8M Buy
643,443
+264,258
+70% +$4.23M ﹤0.01% 685
2025
Q2 		$5.73M Buy
379,185
+96,822
+34% +$1.39M ﹤0.01% 706
2025
Q1 		$4.37M Buy
282,363
+143,683
+104% +$2.19M ﹤0.01% 705
2024
Q4 		$2.01M Buy
+138,680
New +$1.9M ﹤0.01% 762
2023
Q4 		– Sell
-124,345
Closed -$1.22M – 868
2023
Q3 		$1.22M Buy
124,345
+16,141
+15% +$149K ﹤0.01% 753
2023
Q2 		$931K Buy
+108,204
New +$894K ﹤0.01% 755
2018
Q1 		– Sell
-530,538
Closed -$4.61M – 875
2017
Q4 		$4.61M Buy
530,538
+13,244
+3% +$107K ﹤0.01% 668
2017
Q3 		$3.99M Sell
517,294
-12,517
-2% -$95.4K ﹤0.01% 671
2017
Q2 		$4.17M Sell
529,811
-229,528
-30% -$1.71M ﹤0.01% 687
2017
Q1 		$5.5M Sell
759,339
-63,002
-8% -$489K ﹤0.01% 643
2016
Q4 		$6.28M Buy
822,341
+41,087
+5% +$298K ﹤0.01% 642
2016
Q3 		$5.27M Sell
781,254
-13,305
-2% -$86.3K ﹤0.01% 643
2016
Q2 		$4.54M Buy
794,559
+203,664
+34% +$1.24M ﹤0.01% 651
2016
Q1 		$3.55M Sell
590,895
-28,152
-5% -$176K ﹤0.01% 671
2015
Q4 		$4.7M Sell
619,047
-36,091
-6% -$284K ﹤0.01% 659
2015
Q3 		$5M Buy
655,138
+3,163
+0.5% +$26.6K ﹤0.01% 668
2015
Q2 		$5.8M Buy
651,975
+16,173
+3% +$140K ﹤0.01% 657
2015
Q1 		$4.92M Sell
635,802
-16
-0% -$120 ﹤0.01% 674
2014
Q4 		$4.63M Sell
635,818
-183,293
-22% -$1.39M ﹤0.01% 682
2014
Q3 		$6.72M Buy
819,111
+107,466
+15% +$881K ﹤0.01% 644
2014
Q2 		$6.03M Sell
711,645
-131,761
-16% -$1.09M ﹤0.01% 647
2014
Q1 		$7.3M Sell
843,406
-32,024
-4% -$300K ﹤0.01% 602
2013
Q4 		$9.18M Buy
875,430
+2,599
+0.3% +$25.9K 0.01% 568
2013
Q3 		$8.49M Sell
872,831
-74,664
-8% -$709K 0.01% 567
2013
Q2 		$8.74M Buy
+947,495
New +$8.46M 0.01% 546

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

Massachusetts Financial Services's SMFG Position: Q2 2026 in Review

Massachusetts Financial Services increased its Sumitomo Mitsui Financial (SMFG) stake by 20% in Q2 2026, buying an estimated $3.73M and bringing the position to 1,022,557 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #631.

Massachusetts Financial Services first reported a position in SMFG in Q2 2013 and has held it in 28 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Massachusetts Financial Services held 1,022,557 shares of Sumitomo Mitsui Financial worth $24.1M as of Q2 2026.
  • Massachusetts Financial Services bought 167,958 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.73M.
  • Sumitomo Mitsui Financial made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #631 holding.
  • Massachusetts Financial Services first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 28 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.