Simplex Trading
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Simplex Trading’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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
Q2 		$82.5K Sell
3,500
-1,100
-24% -$24.4K ﹤0.01% 5786
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% 8071
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 $1.89T 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
Clark Capital Management Group
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 22.9% 1-Year Est. Return

Simplex Trading's SMFG Position: Q4 2025 in Review

Simplex Trading sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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. 424 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Simplex Trading reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 223 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2025, an estimated $3K.
  • Simplex Trading first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2015 and held it in 20 quarters.
  • Simplex Trading's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $181K in Q1 2015.
  • 424 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2025.

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