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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
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
–
3531
2022
Q4
$119K
Buy
+14,811
New
+$94.3K
﹤0.01%
2603
2022
Q3
–
Sell
-36,669
Closed
-$216K
–
3533
2022
Q2
$216K
Buy
+36,669
New
+$222K
﹤0.01%
2619
2017
Q2
–
Sell
-15,631
Closed
-$113K
–
3494
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
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
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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
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