Steve Schonfeld’s Sumitomo Mitsui Financial SMFG Stock Holding History

Steve Schonfeld’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	–	Sell	-18,214	Closed	-$360K	–	2970
2026 Q1	$360K	Buy	+18,214	New	+$383K	﹤0.01%	1506
2025 Q4	–	Sell	-59,961	Closed	-$1M	–	2544
2025 Q3	$1M	Buy	59,961 +11,286	+23%	+$181K	0.01%	1365
2025 Q2	$735K	Buy	+48,675	New	+$700K	0.01%	1413
2024 Q2	–	Sell	-110,901	Closed	-$1.31M	–	2534
2024 Q1	$1.31M	Buy	+110,901	New	+$1.19M	0.01%	1126
2023 Q1	–	Sell	-163,200	Closed	-$1.31M	–	2611
2022 Q4	$1.31M	Buy	+163,200	New	+$1.04M	0.01%	1015
2022 Q2	–	Sell	-74,300	Closed	-$466K	–	2958
2022 Q1	$466K	Buy	+74,300	New	+$529K	﹤0.01%	1417
2021 Q4	–	Sell	-70,039	Closed	-$491K	–	2501
2021 Q3	$491K	Buy	+70,039	New	+$487K	0.01%	1276
2021 Q1	–	Sell	-25,500	Closed	-$158K	–	2099
2020 Q4	$158K	Buy	+25,500	New	+$150K	﹤0.01%	1384
2019 Q4	–	Sell	-21,200	Closed	-$145K	–	1474
2019 Q3	$145K	Buy	+21,200	New	+$145K	﹤0.01%	932

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steve Schonfeld's SMFG Position: Q2 2026 in Review

Steve Schonfeld sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 18,214 shares — an estimated $360K sold.

Steve Schonfeld first reported a position in SMFG in Q3 2019 and held it in 9 quarters. The position peaked at $1.31M in Q4 2022. 457 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Steve Schonfeld reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
Steve Schonfeld sold 18,214 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $360K.
Steve Schonfeld first reported a position in Sumitomo Mitsui Financial in Q3 2019 and held it in 9 quarters.
Steve Schonfeld's Sumitomo Mitsui Financial position peaked at $1.31M in Q4 2022.
457 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.