State Street’s Sumitomo Mitsui Financial SMFG Stock Holding History

State Street’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	$276K	Hold	13,954	–	–	﹤0.01%	3813
2025 Q4	$270K	Hold	13,954	–	–	﹤0.01%	3825
2025 Q3	$234K	Hold	13,954	–	–	﹤0.01%	3869
2025 Q2	$211K	Hold	13,954	–	–	﹤0.01%	3817
2025 Q1	$216K	Hold	13,954	–	–	﹤0.01%	3805
2024 Q4	$202K	Hold	13,954	–	–	﹤0.01%	3852
2024 Q3	$176K	Hold	13,954	–	–	﹤0.01%	3848
2024 Q2	$189K	Hold	13,954	–	–	﹤0.01%	3838
2024 Q1	$164K	Hold	13,954	–	–	﹤0.01%	3918
2023 Q4	$135K	Hold	13,954	–	–	﹤0.01%	3987
2023 Q3	$137K	Hold	13,954	–	–	﹤0.01%	4030
2023 Q2	$122K	Sell	13,954 -8,963	-39%	-$74.1K	﹤0.01%	4172
2023 Q1	$183K	Buy	22,917 +4,803	+27%	+$40.6K	﹤0.01%	4106
2022 Q4	$145K	Buy	18,114 +4,160	+30%	+$26.5K	﹤0.01%	4238
2022 Q3	$77K	Sell	13,954 -518,766	-97%	-$3.13M	﹤0.01%	4548
2022 Q2	$3.14M	Buy	532,720 +504,646	+1,798%	+$3.05M	﹤0.01%	3321
2022 Q1	$176K	Buy	28,074 +14,120	+101%	+$101K	﹤0.01%	4431
2021 Q4	$95K	Hold	13,954	–	–	﹤0.01%	4593
2021 Q3	$98K	Hold	13,954	–	–	﹤0.01%	4554
2021 Q2	$96K	Hold	13,954	–	–	﹤0.01%	4373
2021 Q1	$101K	Sell	13,954 -143,131	-91%	-$997K	﹤0.01%	3897
2020 Q4	$971K	Buy	157,085 +60,272	+62%	+$354K	﹤0.01%	3558
2020 Q3	$541K	Buy	96,813 +82,859	+594%	+$475K	﹤0.01%	3560
2020 Q2	$81K	Sell	13,954 -371,700	-96%	-$2.01M	﹤0.01%	3671
2020 Q1	$1.85M	Buy	385,654 +371,700	+2,664%	+$2.39M	﹤0.01%	3096
2019 Q4	$103K	Buy	13,954 +2,089	+18%	+$15K	﹤0.01%	3682
2019 Q3	$81K	Hold	11,865	–	–	﹤0.01%	3686
2019 Q2	$84K	Hold	11,865	–	–	﹤0.01%	3682
2019 Q1	$83K	Hold	11,865	–	–	﹤0.01%	3651
2018 Q4	$77K	Hold	11,865	–	–	﹤0.01%	3651
2018 Q3	$95K	Buy	+11,865	New	+$93.8K	﹤0.01%	3656
2017 Q2	–	Sell	-61,764	Closed	-$447K	–	3727
2017 Q1	$447K	Buy	+61,764	New	+$480K	﹤0.01%	3401
2016 Q4	–	Sell	-21,650	Closed	-$147K	–	3684
2016 Q3	$147K	Buy	21,650 +1,749	+9%	+$11.3K	﹤0.01%	3420
2016 Q2	$114K	Sell	19,901 -380	-2%	-$2.32K	﹤0.01%	3542
2016 Q1	$122K	Hold	20,281	–	–	﹤0.01%	3536
2015 Q4	$154K	Hold	20,281	–	–	﹤0.01%	3517
2015 Q3	$154K	Buy	20,281 +287	+1%	+$2.41K	﹤0.01%	3495
2015 Q2	$177K	Hold	19,994	–	–	﹤0.01%	3496
2015 Q1	$155K	Hold	19,994	–	–	﹤0.01%	3513
2014 Q4	$146K	Hold	19,994	–	–	﹤0.01%	3527
2014 Q3	$164K	Hold	19,994	–	–	﹤0.01%	3495
2014 Q2	$169K	Hold	19,994	–	–	﹤0.01%	3441
2014 Q1	$172K	Hold	19,994	–	–	﹤0.01%	3476
2013 Q4	$210K	Buy	+19,994	New	+$199K	﹤0.01%	3449

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street's SMFG Position: Q1 2026 in Review

State Street held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2026 at 13,954 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

State Street first reported a position in SMFG in Q4 2013 and has held it in 44 quarters since. The position peaked at $3.14M in Q2 2022. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

State Street held 13,954 shares of Sumitomo Mitsui Financial worth $276K as of Q1 2026.
State Street left its Sumitomo Mitsui Financial share count unchanged in Q1 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3813 holding.
State Street first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 44 quarters since.
State Street's Sumitomo Mitsui Financial position peaked at $3.14M in Q2 2022.
439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.