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
2023
Q3 		– Sell
-6
Closed -$690 – 7521
2023
Q2 		$690 Buy
+6
New +$50 ﹤0.01% 6977

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Fidelity Investments
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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 $336B AUM 34.66% 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 $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings's SMFG Position: Q1 2026 in Review

Osaic Holdings increased its Sumitomo Mitsui Financial (SMFG) stake by 9.5% in Q1 2026, buying an estimated $108K and bringing the position to 58,920 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Osaic Holdings first reported a position in SMFG in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.46M in Q2 2025. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Osaic Holdings held 58,920 shares of Sumitomo Mitsui Financial worth $1.16M as of Q1 2026.
  • Osaic Holdings bought 5,129 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $108K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2561 holding.
  • Osaic Holdings first reported a position in Sumitomo Mitsui Financial in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Sumitomo Mitsui Financial position peaked at $8.46M in Q2 2025.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.