Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
QCM
Quantinno Capital Management’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Quantinno 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
Q1
$31.9M
Buy
1,615,819
+245,231
+18%
+$5.15M
0.05%
443
2025
Q4
$26.5M
Buy
1,370,588
+243,307
+22%
+$4.22M
0.05%
424
2025
Q3
$18.9M
Buy
1,127,281
+209,065
+23%
+$3.35M
0.05%
420
2025
Q2
$13.9M
Buy
918,216
+194,787
+27%
+$2.8M
0.06%
382
2025
Q1
$11.2M
Buy
723,429
+159,965
+28%
+$2.43M
0.07%
330
2024
Q4
$8.16M
Buy
563,464
+17,291
+3%
+$238K
0.08%
273
2024
Q3
$6.9M
Buy
546,173
+103,810
+23%
+$1.37M
0.09%
241
2024
Q2
$5.93M
Buy
442,363
+50,681
+13%
+$614K
0.11%
179
2024
Q1
$4.61M
Buy
391,682
+21,534
+6%
+$231K
0.1%
215
2023
Q4
$3.58M
Buy
370,148
+179,267
+94%
+$1.74M
0.13%
182
2023
Q3
$1.88M
Buy
190,881
+50,068
+36%
+$463K
0.09%
311
2023
Q2
$1.21M
Buy
140,813
+19,186
+16%
+$159K
0.07%
371
2023
Q1
$973K
Buy
121,627
+36,342
+43%
+$308K
0.06%
389
2022
Q4
$684K
Buy
85,285
+65,500
+331%
+$417K
0.05%
444
2022
Q3
$109K
Buy
19,785
+6,631
+50%
+$40K
0.01%
600
2022
Q2
$78K
Buy
+13,154
New
+$79.5K
0.01%
589
Other funds holding SMFG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close