SG Americas Securities
SMFG icon

SG Americas Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

SG Americas Securities’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 		– Sell
-12,659
Closed -$250K – 3641
2026
Q1 		$250K Buy
12,659
+5,373
+74% +$113K ﹤0.01% 2541
2025
Q4 		$141K Buy
+7,286
New +$126K ﹤0.01% 3077
2023
Q1 		– Sell
-14,811
Closed -$119K – 3527
2022
Q4 		$119K Buy
+14,811
New +$94.3K ﹤0.01% 2603
2022
Q3 		– Sell
-36,669
Closed -$216K – 3528
2022
Q2 		$216K Buy
+36,669
New +$222K ﹤0.01% 2619
2017
Q2 		– Sell
-15,631
Closed -$113K – 3480
2017
Q1 		$113K Sell
15,631
-17,931
-53% -$139K ﹤0.01% 2899
2016
Q4 		$256K Buy
+33,562
New +$244K ﹤0.01% 2172

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

SG Americas Securities's SMFG Position: Q2 2026 in Review

SG Americas Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 12,659 shares — an estimated $250K sold.

SG Americas Securities first reported a position in SMFG in Q4 2016 and held it in 6 quarters. The position peaked at $256K in Q4 2016. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • SG Americas Securities reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • SG Americas Securities sold 12,659 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $250K.
  • SG Americas Securities first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 6 quarters.
  • SG Americas Securities's Sumitomo Mitsui Financial position peaked at $256K in Q4 2016.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.