Paradigm Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Paradigm Asset 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 Q1	–	Sell	-6,300	Closed	-$122K	–	447
2025 Q4	$122K	Hold	6,300	–	–	0.03%	321
2025 Q3	$105K	Hold	6,300	–	–	0.02%	322
2025 Q2	$95.2K	Hold	6,300	–	–	0.02%	331
2025 Q1	$97.4K	Hold	6,300	–	–	0.03%	330
2024 Q4	$91.3K	Sell	6,300 -800	-11%	-$11K	0.03%	330
2024 Q3	$89.7K	Sell	7,100 -1,200	-14%	-$15.8K	0.02%	334
2024 Q2	$111K	Hold	8,300	–	–	0.03%	313
2024 Q1	$97.7K	Hold	8,300	–	–	0.02%	349
2023 Q4	$80.3K	Hold	8,300	–	–	0.02%	364
2023 Q3	$81.8K	Buy	8,300 +2,000	+32%	+$18.5K	0.02%	365
2023 Q2	$54.2K	Hold	6,300	–	–	0.01%	391
2023 Q1	$50.4K	Hold	6,300	–	–	0.01%	416
2022 Q4	$50.5K	Hold	6,300	–	–	0.01%	425
2022 Q3	$34.6K	Buy	+6,300	New	+$38K	0.01%	404

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

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

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

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

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

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

Paradigm Asset Management's SMFG Position: Q1 2026 in Review

Paradigm Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 6,300 shares — an estimated $122K sold.

Paradigm Asset Management first reported a position in SMFG in Q3 2022 and held it in 14 quarters. The position peaked at $122K in Q4 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Paradigm Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
Paradigm Asset Management sold 6,300 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $122K.
Paradigm Asset Management first reported a position in Sumitomo Mitsui Financial in Q3 2022 and held it in 14 quarters.
Paradigm Asset Management's Sumitomo Mitsui Financial position peaked at $122K in Q4 2025.
444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Paradigm Asset Management's 13F filing for Q1 2026, filed 12 May 2026.