Simplex Trading
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Simplex Trading’s Sumitomo Mitsui Financial SMFG Stock Holding History

Simplex Trading’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
2025
Q4 		– Sell
-223
Closed -$3K – 9947
2025
Q3 		$3K Buy
+223
New +$3.57K ﹤0.01% 8557
2025
Q1 		– Sell
-295
Closed -$4.49K – 9587
2024
Q4 		$4K Sell
295
-629
-68% -$8.64K ﹤0.01% 7787
2024
Q3 		$11K Buy
+924
New +$12.2K ﹤0.01% 7147
2024
Q1 		– Sell
-295
Closed -$2K – 9804
2023
Q4 		$2K Sell
295
-302
-51% -$2.93K ﹤0.01% 8348
2023
Q3 		$5K Sell
597
-5,351
-90% -$49.5K ﹤0.01% 7687
2023
Q2 		$51K Buy
5,948
+24
+0.4% +$198 ﹤0.01% 5829
2023
Q1 		$47K Buy
+5,924
New +$50.1K ﹤0.01% 5992
2022
Q4 		– Sell
-391
Closed -$2K – 10325
2022
Q3 		$2K Buy
391
+84
+27% +$507 ﹤0.01% 9357
2022
Q2 		$1K Buy
307
+242
+372% +$1.46K ﹤0.01% 9668
2022
Q1 		$0 Sell
65
-9,920
-99% -$70.7K ﹤0.01% 11319
2021
Q4 		$67K Buy
9,985
+139
+1% +$942 ﹤0.01% 6834
2021
Q3 		$68K Hold
9,846
– – ﹤0.01% 7129
2021
Q2 		$67K Sell
9,846
-33
-0.3% -$237 ﹤0.01% 7275
2021
Q1 		$71K Buy
9,879
+9,847
+30,772% +$68.6K ﹤0.01% 6193
2020
Q4 		$0 Sell
32
-78
-71% -$458 ﹤0.01% 9016
2020
Q3 		$0 Sell
110
-297
-73% -$1.7K ﹤0.01% 8444
2020
Q2 		$2K Sell
407
-293
-42% -$1.58K ﹤0.01% 7272
2020
Q1 		$3K Buy
+700
New +$4.51K ﹤0.01% 7087
2015
Q3 		– Sell
-50
Closed – – 6136
2015
Q2 		$0 Sell
50
-23,350
-100% -$203K ﹤0.01% 5802
2015
Q1 		$181K Buy
+23,400
New +$175K 0.02% 767

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

Simplex Trading's SMFG Position: Q4 2025 in Review

Simplex Trading sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2025, closing a stake of 223 shares — an estimated $3K sold.

Simplex Trading first reported a position in SMFG in Q1 2015 and held it in 20 quarters. The position peaked at $181K in Q1 2015. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Simplex Trading reported no remaining Sumitomo Mitsui Financial position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 223 Sumitomo Mitsui Financial shares in Q4 2025, an estimated $3K.
  • Simplex Trading first reported a position in Sumitomo Mitsui Financial in Q1 2015 and held it in 20 quarters.
  • Simplex Trading's Sumitomo Mitsui Financial position peaked at $181K in Q1 2015.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.