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SMFG icon

SignatureFD’s Sumitomo Mitsui Financial SMFG Stock Holding History

SignatureFD’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 		$4.44M Buy
224,694
+3,767
+2% +$79.1K 0.07% 113
2025
Q4 		$4.27M Buy
220,927
+3,329
+2% +$57.7K 0.07% 117
2025
Q3 		$3.64M Buy
217,598
+2,180
+1% +$34.9K 0.06% 135
2025
Q2 		$3.25M Sell
215,418
-7,930
-4% -$114K 0.06% 137
2025
Q1 		$3.45M Buy
223,348
+2,184
+1% +$33.2K 0.07% 114
2024
Q4 		$3.2M Buy
221,164
+7,811
+4% +$107K 0.06% 118
2024
Q3 		$2.69M Buy
213,353
+3,197
+2% +$42.2K 0.05% 132
2024
Q2 		$2.82M Buy
210,156
+9,375
+5% +$114K 0.06% 122
2024
Q1 		$2.36M Buy
200,781
+12,283
+7% +$132K 0.05% 135
2023
Q4 		$1.82M Buy
188,498
+8,457
+5% +$82K 0.04% 168
2023
Q3 		$1.77M Buy
180,041
+9,894
+6% +$91.5K 0.05% 150
2023
Q2 		$1.46M Buy
170,147
+4,675
+3% +$38.6K 0.04% 180
2023
Q1 		$1.32M Buy
165,472
+6,558
+4% +$55.5K 0.04% 188
2022
Q4 		$1.27M Sell
158,914
-47,190
-23% -$301K 0.04% 185
2022
Q3 		$1.13M Buy
206,104
+11,240
+6% +$67.8K 0.04% 169
2022
Q2 		$1.15M Sell
194,864
-2,077
-1% -$12.5K 0.04% 165
2022
Q1 		$1.24M Buy
196,941
+8,174
+4% +$58.2K 0.04% 177
2021
Q4 		$1.28M Sell
188,767
-145
-0.1% -$982 0.04% 167
2021
Q3 		$1.32M Buy
188,912
+5,923
+3% +$41.2K 0.05% 148
2021
Q2 		$1.26M Buy
182,989
+4,568
+3% +$32.8K 0.05% 147
2021
Q1 		$1.29M Sell
178,421
-358
-0.2% -$2.49K 0.06% 129
2020
Q4 		$1.1M Sell
178,779
-5,333
-3% -$31.3K 0.05% 126
2020
Q3 		$1.03M Sell
184,112
-2,337
-1% -$13.4K 0.06% 125
2020
Q2 		$1.05M Buy
186,449
+89,151
+92% +$482K 0.06% 111
2020
Q1 		$466K Buy
97,298
+12,261
+14% +$79K 0.04% 201
2019
Q4 		$630K Buy
85,037
+14,439
+20% +$104K 0.05% 195
2019
Q3 		$483K Sell
70,598
-13,555
-16% -$92.6K 0.04% 211
2019
Q2 		$594K Buy
84,153
+9,852
+13% +$69.7K 0.05% 154
2019
Q1 		$522K Buy
74,301
+9,521
+15% +$68.1K 0.04% 170
2018
Q4 		$422K Sell
64,780
-7,229
-10% -$54K 0.04% 190
2018
Q3 		$578K Sell
72,009
-760
-1% -$6.01K 0.06% 169
2018
Q2 		$565K Buy
72,769
+5,826
+9% +$48.4K 0.06% 155
2018
Q1 		$569K Buy
66,943
+22,023
+49% +$197K 0.07% 127
2017
Q4 		$390K Buy
44,920
+5,384
+14% +$43.6K 0.05% 185
2017
Q3 		$305K Buy
39,536
+3,040
+8% +$23.2K 0.04% 204
2017
Q2 		$287K Buy
36,496
+4,124
+13% +$30.6K 0.04% 200
2017
Q1 		$235K Buy
32,372
+4,046
+14% +$31.4K 0.03% 236
2016
Q4 		$216K Sell
28,326
-54
-0.2% -$392 0.04% 207
2016
Q3 		$192K Buy
28,380
+231
+0.8% +$1.5K 0.03% 225
2016
Q2 		$161K Buy
28,149
+11,160
+66% +$68.2K 0.02% 210
2016
Q1 		$102K Buy
16,989
+12,582
+286% +$78.5K 0.02% 270
2015
Q4 		$33K Sell
4,407
-997
-18% -$7.85K 0.01% 447
2015
Q3 		$41K Buy
5,404
+3,155
+140% +$26.5K 0.01% 384
2015
Q2 		$20K Buy
2,249
+1,225
+120% +$10.6K ﹤0.01% 476
2015
Q1 		$8K Buy
1,024
+10
+1% +$75 ﹤0.01% 579
2014
Q4 		$7K Buy
1,014
+870
+604% +$6.6K ﹤0.01% 555
2014
Q3 		$1K Hold
144
– – ﹤0.01% 660
2014
Q2 		$1K Sell
144
-103
-42% -$849 ﹤0.01% 811
2014
Q1 		$2K Buy
247
+155
+168% +$1.45K ﹤0.01% 634
2013
Q4 		$1K Buy
92
+26
+39% +$259 ﹤0.01% 670
2013
Q3 		$1K Hold
66
– – ﹤0.01% 613
2013
Q2 		$1K Buy
+66
New +$589 ﹤0.01% 534

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD's SMFG Position: Q1 2026 in Review

SignatureFD increased its Sumitomo Mitsui Financial (SMFG) stake by 1.7% in Q1 2026, buying an estimated $79.1K and bringing the position to 224,694 shares worth $4.44M. The position accounts for 0.07% of the portfolio, ranked #113.

SignatureFD first reported a position in SMFG in Q2 2013 and has held it in 52 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • SignatureFD held 224,694 shares of Sumitomo Mitsui Financial worth $4.44M as of Q1 2026.
  • SignatureFD bought 3,767 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $79.1K.
  • Sumitomo Mitsui Financial made up 0.07% of SignatureFD's portfolio in Q1 2026, its #113 holding.
  • SignatureFD first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 52 quarters since.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.