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Stephens Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Stephens Inc’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 		– Sell
-11,351
Closed -$219K – 1378
2025
Q4 		$219K Buy
+11,351
New +$197K ﹤0.01% 1165
2023
Q4 		– Sell
-16,436
Closed -$162K – 1290
2023
Q3 		$162K Sell
16,436
-1,073
-6% -$9.93K ﹤0.01% 1070
2023
Q2 		$151K Sell
17,509
-2,053
-10% -$17K ﹤0.01% 1101
2023
Q1 		$156K Sell
19,562
-3,242
-14% -$27.4K ﹤0.01% 1064
2022
Q4 		$183K Buy
22,804
+4,356
+24% +$27.7K ﹤0.01% 1017
2022
Q3 		$101K Buy
18,448
+73
+0.4% +$440 ﹤0.01% 1100
2022
Q2 		$108K Sell
18,375
-282
-2% -$1.7K ﹤0.01% 1123
2022
Q1 		$117K Sell
18,657
-5,385
-22% -$38.4K ﹤0.01% 1216
2021
Q4 		$163K Sell
24,042
-46,081
-66% -$312K ﹤0.01% 1236
2021
Q3 		$492K Buy
70,123
+17,857
+34% +$124K 0.01% 881
2021
Q2 		$360K Buy
+52,266
New +$375K 0.01% 973
2020
Q1 		– Sell
-14,813
Closed -$110K – 1195
2019
Q4 		$110K Buy
14,813
+824
+6% +$5.93K ﹤0.01% 1062
2019
Q3 		$96K Buy
13,989
+849
+6% +$5.8K ﹤0.01% 1103
2019
Q2 		$93K Sell
13,140
-12,237
-48% -$86.6K ﹤0.01% 1137
2019
Q1 		$178K Buy
25,377
+181
+0.7% +$1.29K ﹤0.01% 1071
2018
Q4 		$164K Buy
25,196
+847
+3% +$6.32K ﹤0.01% 1008
2018
Q3 		$196K Buy
+24,349
New +$192K ﹤0.01% 1064
2017
Q3 		– Sell
-11,185
Closed -$88K – 854
2017
Q2 		$88K Buy
11,185
+205
+2% +$1.52K ﹤0.01% 828
2017
Q1 		$80K Buy
10,980
+356
+3% +$2.77K ﹤0.01% 806
2016
Q4 		$81K Buy
+10,624
New +$77.2K ﹤0.01% 756

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stephens Inc's SMFG Position: Q1 2026 in Review

Stephens Inc sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2026, closing a stake of 11,351 shares — an estimated $219K sold.

Stephens Inc first reported a position in SMFG in Q4 2016 and held it in 20 quarters. The position peaked at $492K in Q3 2021. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Stephens Inc reported no remaining Sumitomo Mitsui Financial position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 11,351 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $219K.
  • Stephens Inc first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 20 quarters.
  • Stephens Inc's Sumitomo Mitsui Financial position peaked at $492K in Q3 2021.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.