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Massar Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Massar Capital Management’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 		– Sell
-320,000
Closed -$6.32M – 368
2026
Q1 		$6.32M Hold
320,000
– – 0.68% 26
2025
Q4 		$6.19M Buy
320,000
+120,000
+60% +$2.08M 0.66% 34
2025
Q3 		$3.35M Sell
200,000
-300,000
-60% -$4.81M 0.44% 32
2025
Q2 		$7.55M Buy
+500,000
New +$7.19M 5.65% 3

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

Massar Capital Management's SMFG Position: Q2 2026 in Review

Massar Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 320,000 shares — an estimated $6.32M sold.

Massar Capital Management first reported a position in SMFG in Q2 2025 and held it in 4 quarters. The position peaked at $7.55M in Q2 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Massar Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Massar Capital Management sold 320,000 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $6.32M.
  • Massar Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2025 and held it in 4 quarters.
  • Massar Capital Management's Sumitomo Mitsui Financial position peaked at $7.55M in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Massar Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.