Osaic Holdings
SMFG icon

Osaic Holdings’s Sumitomo Mitsui Financial SMFG Stock Holding History

Osaic Holdings’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 		$1.44M Buy
60,949
+2,029
+3% +$45.1K ﹤0.01% 2638
2026
Q1 		$1.16M Buy
58,920
+5,129
+10% +$108K ﹤0.01% 2561
2025
Q4 		$1.04M Sell
53,791
-309,533
-85% -$5.37M ﹤0.01% 2660
2025
Q3 		$6.07M Sell
363,324
-185,150
-34% -$2.97M 0.01% 1322
2025
Q2 		$8.46M Buy
548,474
+490,506
+846% +$7.05M 0.02% 928
2025
Q1 		$896K Sell
57,968
-174,295
-75% -$2.65M ﹤0.01% 2343
2024
Q4 		$3.37M Buy
232,263
+38,903
+20% +$534K 0.01% 1269
2024
Q3 		$2.44M Sell
193,360
-8,541
-4% -$113K 0.01% 1538
2024
Q2 		$2.71M Sell
201,901
-22,931
-10% -$278K 0.01% 1423
2024
Q1 		$2.65M Buy
224,832
+134,564
+149% +$1.44M 0.01% 1493
2023
Q4 		$874K Sell
90,268
-43,342
-32% -$420K ﹤0.01% 2654
2023
Q3 		$1.32M Buy
133,610
+13,458
+11% +$124K ﹤0.01% 2369
2023
Q2 		$1.03M Buy
120,152
+3,224
+3% +$26.6K ﹤0.01% 2493
2023
Q1 		$936K Buy
116,928
+5,185
+5% +$43.9K ﹤0.01% 2536
2022
Q4 		$896K Sell
111,743
-11,982
-10% -$76.3K ﹤0.01% 2472
2022
Q3 		$680K Sell
123,725
-16,889
-12% -$102K ﹤0.01% 2589
2022
Q2 		$828K Sell
140,614
-18,886
-12% -$114K ﹤0.01% 2466
2022
Q1 		$1.39M Buy
159,500
+14,646
+10% +$104K ﹤0.01% 2257
2021
Q4 		$983K Buy
144,854
+13,545
+10% +$91.7K ﹤0.01% 2419
2021
Q3 		$921K Sell
131,309
-11,882
-8% -$82.7K ﹤0.01% 2429
2021
Q2 		$986K Buy
143,191
+740
+0.5% +$5.31K ﹤0.01% 2364
2021
Q1 		$1.03M Buy
142,451
+4,526
+3% +$31.5K ﹤0.01% 2202
2020
Q4 		$849K Buy
137,925
+28,783
+26% +$169K ﹤0.01% 2185
2020
Q3 		$611K Buy
109,142
+9,906
+10% +$56.8K ﹤0.01% 2254
2020
Q2 		$562K Sell
99,236
-2,353
-2% -$12.7K ﹤0.01% 2233
2020
Q1 		$462K Buy
+101,589
New +$654K ﹤0.01% 2168

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

Osaic Holdings's SMFG Position: Q2 2026 in Review

Osaic Holdings increased its Sumitomo Mitsui Financial (SMFG) stake by 3.4% in Q2 2026, buying an estimated $45.1K and bringing the position to 60,949 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Osaic Holdings first reported a position in SMFG in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.46M in Q2 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Osaic Holdings held 60,949 shares of Sumitomo Mitsui Financial worth $1.44M as of Q2 2026.
  • Osaic Holdings bought 2,029 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $45.1K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2638 holding.
  • Osaic Holdings first reported a position in Sumitomo Mitsui Financial in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Sumitomo Mitsui Financial position peaked at $8.46M in Q2 2025.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.