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
2026
Q1 		$90.8K Buy
+4,600
New +$96.6K ﹤0.01% 5198
2025
Q4 		– Sell
-700
Closed -$11K – 9946
2025
Q3 		$11K Sell
700
-2,500
-78% -$40K ﹤0.01% 7838
2025
Q2 		$48K Buy
3,200
+300
+10% +$4.31K ﹤0.01% 5977
2025
Q1 		$44K Buy
2,900
+2,500
+625% +$38K ﹤0.01% 5904
2024
Q4 		$5K Buy
400
+200
+100% +$2.75K ﹤0.01% 7655
2024
Q3 		$2K Sell
200
-100
-33% -$1.32K ﹤0.01% 8070
2024
Q2 		$4K Buy
+300
New +$3.63K ﹤0.01% 8027
2024
Q1 		– Sell
-15,500
Closed -$150K – 9803
2023
Q4 		$150K Buy
15,500
+300
+2% +$2.91K ﹤0.01% 4977
2023
Q3 		$149K Buy
+15,200
New +$141K ﹤0.01% 4668
2022
Q4 		– Sell
-400
Closed -$2K – 10324
2022
Q3 		$2K Sell
400
-100
-20% -$603 ﹤0.01% 9356
2022
Q2 		$2K Sell
500
-100
-17% -$604 ﹤0.01% 9420
2022
Q1 		$3K Buy
+600
New +$4.27K ﹤0.01% 9738
2021
Q2 		– Sell
-588
Closed -$426K – 10652
2021
Q1 		$426K Buy
588
+586
+29,300% +$4.08K ﹤0.01% 3607
2020
Q4 		$1K Buy
+2
New +$12 ﹤0.01% 8156
2020
Q3 		– Sell
-6
Closed -$3K – 8443
2020
Q2 		$3K Buy
+6
New +$32 ﹤0.01% 7178
2020
Q1 		– Sell
-260
Closed -$192K – 8206
2019
Q4 		$192K Buy
260
+218
+519% +$1.57K ﹤0.01% 3810
2019
Q3 		$28K Buy
+42
New +$287 ﹤0.01% 5554
2019
Q2 		– Sell
-12
Closed -$8K – 7733
2019
Q1 		$8K Buy
+12
New +$86 ﹤0.01% 6289
2018
Q3 		– Sell
-451
Closed -$350K – 8003
2018
Q2 		$350K Buy
+451
New +$3.75K ﹤0.01% 2837

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

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. 422 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.
  • 422 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.