Nuveen’s Sumitomo Mitsui Financial SMFG Stock Holding History

Nuveen’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	$3.66M	Buy	+155,052	New	+$3.44M	﹤0.01%	2278
2022 Q1	–	Sell	-1,116,709	Closed	-$7.58M	–	3419
2021 Q4	$7.58M	Sell	1,116,709 -20,793	-2%	-$141K	﹤0.01%	1854
2021 Q3	$7.97M	Buy	+1,137,502	New	+$7.92M	﹤0.01%	1936
2017 Q1	–	Sell	-15,191	Closed	-$119K	–	1465
2016 Q4	$119K	Buy	+15,191	New	+$110K	﹤0.01%	1472
2014 Q1	–	Sell	-393,993	Closed	-$4.13M	–	1618
2013 Q4	$4.13M	Buy	393,993 +135,026	+52%	+$1.34M	0.03%	554
2013 Q3	$2.52M	Sell	258,967 -42,331	-14%	-$402K	0.02%	711
2013 Q2	$2.78M	Buy	+301,298	New	+$2.69M	0.02%	647

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nuveen's SMFG Position: Q2 2026 in Review

Nuveen opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 155,052 shares worth $3.66M. The stake represents ﹤0.01% of the portfolio and ranks #2278 among its holdings. This is a return to the name: Nuveen previously reported a position in SMFG as recently as Q4 2021.

Nuveen first reported a position in SMFG in Q2 2013 and has held it in 7 quarters since. The position peaked at $7.97M in Q3 2021. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Nuveen held 155,052 shares of Sumitomo Mitsui Financial worth $3.66M as of Q2 2026.
Sumitomo Mitsui Financial was a new Nuveen position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2278 holding.
Nuveen first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 7 quarters since.
Nuveen's Sumitomo Mitsui Financial position peaked at $7.97M in Q3 2021.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.