Russell Investments Group
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Russell Investments Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Russell Investments Group’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 		$5.62M Buy
238,293
+45,157
+23% +$1M ﹤0.01% 1434
2026
Q1 		$3.81M Buy
193,136
+35,117
+22% +$738K ﹤0.01% 1509
2025
Q4 		$3.05M Buy
158,019
+31,790
+25% +$551K ﹤0.01% 1628
2025
Q3 		$2.11M Buy
126,229
+26,340
+26% +$422K ﹤0.01% 1822
2025
Q2 		$1.51M Buy
99,889
+12,537
+14% +$180K ﹤0.01% 1859
2025
Q1 		$1.35M Buy
87,352
+22,535
+35% +$343K ﹤0.01% 1907
2024
Q4 		$939K Sell
64,817
-16,977
-21% -$233K ﹤0.01% 2038
2024
Q3 		$1.03M Buy
81,794
+44,912
+122% +$593K ﹤0.01% 2010
2024
Q2 		$495K Buy
36,882
+11,129
+43% +$135K ﹤0.01% 2206
2024
Q1 		$303K Buy
25,753
+7,192
+39% +$77.2K ﹤0.01% 2358
2023
Q4 		$180K Buy
18,561
+543
+3% +$5.26K ﹤0.01% 2451
2023
Q3 		$177K Sell
18,018
-38,025
-68% -$352K ﹤0.01% 2513
2023
Q2 		$482K Buy
56,043
+2,287
+4% +$18.9K ﹤0.01% 2232
2023
Q1 		$430K Sell
53,756
-229,901
-81% -$1.95M ﹤0.01% 2309
2022
Q4 		$2.27M Hold
283,657
– – ﹤0.01% 1503
2022
Q3 		$1.56M Sell
283,657
-840,613
-75% -$5.07M ﹤0.01% 1690
2022
Q2 		$6.63M Buy
1,124,270
+137,365
+14% +$830K 0.01% 949
2022
Q1 		$6.19M Sell
986,905
-31,973
-3% -$228K 0.01% 1051
2021
Q4 		$6.92M Buy
1,018,878
+19,969
+2% +$135K 0.01% 1082
2021
Q3 		$7M Sell
998,909
-35,104
-3% -$244K 0.01% 1064
2021
Q2 		$7.12M Buy
+1,034,013
New +$7.41M 0.01% 1127
2019
Q1 		– Sell
-31,531
Closed -$206K – 3003
2018
Q4 		$206K Buy
31,531
+21,839
+225% +$163K ﹤0.01% 2593
2018
Q3 		$78K Hold
9,692
– – ﹤0.01% 2786
2018
Q2 		$75K Buy
+9,692
New +$80.5K ﹤0.01% 2769

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

Russell Investments Group's SMFG Position: Q2 2026 in Review

Russell Investments Group increased its Sumitomo Mitsui Financial (SMFG) stake by 23% in Q2 2026, buying an estimated $1M and bringing the position to 238,293 shares worth $5.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Russell Investments Group first reported a position in SMFG in Q2 2018 and has held it in 24 quarters since. The position peaked at $7.12M in Q2 2021. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Russell Investments Group held 238,293 shares of Sumitomo Mitsui Financial worth $5.62M as of Q2 2026.
  • Russell Investments Group bought 45,157 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1M.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #1434 holding.
  • Russell Investments Group first reported a position in Sumitomo Mitsui Financial in Q2 2018 and has held it in 24 quarters since.
  • Russell Investments Group's Sumitomo Mitsui Financial position peaked at $7.12M in Q2 2021.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.