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Richard Pzena’s Sumitomo Mitsui Financial SMFG Stock Holding History

Richard Pzena’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 		$880K Buy
37,322
+4,774
+15% +$106K ﹤0.01% 138
2026
Q1 		$643K Buy
32,548
+4,075
+14% +$85.6K ﹤0.01% 143
2025
Q4 		$550K Buy
28,473
+3,786
+15% +$65.6K ﹤0.01% 144
2025
Q3 		$413K Buy
24,687
+635
+3% +$10.2K ﹤0.01% 139
2025
Q2 		$363K Buy
24,052
+1,918
+9% +$27.6K ﹤0.01% 137
2025
Q1 		$342K Buy
22,134
+2,515
+13% +$38.3K ﹤0.01% 137
2024
Q4 		$284K Buy
19,619
+1,004
+5% +$13.8K ﹤0.01% 146
2024
Q3 		$235K Sell
18,615
-3,441
-16% -$45.4K ﹤0.01% 153
2024
Q2 		$296K Sell
22,056
-683
-3% -$8.27K ﹤0.01% 156
2024
Q1 		$268K Sell
22,739
-415
-2% -$4.45K ﹤0.01% 154
2023
Q4 		$224K Hold
23,154
– – ﹤0.01% 163
2023
Q3 		$228K Sell
23,154
-500
-2% -$4.63K ﹤0.01% 158
2023
Q2 		$203K Hold
23,654
– – ﹤0.01% 159
2023
Q1 		$189K Sell
23,654
-3,500
-13% -$29.6K ﹤0.01% 161
2022
Q4 		$218K Buy
+27,154
New +$173K ﹤0.01% 173
2022
Q2 		– Sell
-108,562
Closed -$681K – 176
2022
Q1 		$681K Hold
108,562
– – ﹤0.01% 143
2021
Q4 		$737K Buy
108,562
+90,408
+498% +$612K ﹤0.01% 142
2021
Q3 		$127K Buy
+18,154
New +$126K ﹤0.01% 168

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

Richard Pzena's SMFG Position: Q2 2026 in Review

Richard Pzena increased its Sumitomo Mitsui Financial (SMFG) stake by 15% in Q2 2026, buying an estimated $106K and bringing the position to 37,322 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Richard Pzena first reported a position in SMFG in Q3 2021 and has held it in 18 quarters since. 457 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Richard Pzena held 37,322 shares of Sumitomo Mitsui Financial worth $880K as of Q2 2026.
  • Richard Pzena bought 4,774 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $106K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Richard Pzena's portfolio in Q2 2026, its #138 holding.
  • Richard Pzena first reported a position in Sumitomo Mitsui Financial in Q3 2021 and has held it in 18 quarters since.
  • 457 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.