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
-200
Closed -$3K – 9948
2025
Q3 		$3K Hold
200
– – ﹤0.01% 8558
2025
Q2 		$3K Sell
200
-1,800
-90% -$25.9K ﹤0.01% 8026
2025
Q1 		$30K Sell
2,000
-200
-9% -$3.04K ﹤0.01% 6255
2024
Q4 		$31K Buy
2,200
+1,500
+214% +$20.6K ﹤0.01% 6330
2024
Q3 		$8K Buy
+700
New +$9.24K ﹤0.01% 7365
2024
Q1 		– Sell
-300
Closed -$2K – 9805
2023
Q4 		$2K Buy
+300
New +$2.91K ﹤0.01% 8349
2023
Q2 		– Sell
-500
Closed -$4K – 9871
2023
Q1 		$4K Buy
+500
New +$4.23K ﹤0.01% 8221
2021
Q4 		– Sell
-600
Closed -$4K – 11353
2021
Q3 		$4K Hold
600
– – ﹤0.01% 9359
2021
Q2 		$4K Buy
600
+596
+14,900% +$4.27K ﹤0.01% 9539
2021
Q1 		$2K Buy
+4
New +$28 ﹤0.01% 8484
2020
Q3 		– Sell
-2
Closed -$1K – 8445
2020
Q2 		$1K Buy
+2
New +$11 ﹤0.01% 7404
2015
Q3 		– Sell
-719
Closed -$3K – 6137
2015
Q2 		$3K Hold
719
– – ﹤0.01% 4105
2015
Q1 		$19K Buy
719
+499
+227% +$3.73K ﹤0.01% 2377
2014
Q4 		$7K Buy
+220
New +$1.67K ﹤0.01% 2873

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.