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Sumitomo Mitsui Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105M Buy
181,766
+3,140
+2% +$1.91M 2.13% 8
2025
Q4 		$110M Sell
178,626
-137,755
-44% -$84.5M 1.95% 7
2025
Q3 		$190M Sell
316,381
-9,031
-3% -$5.17M 3.33% 4
2025
Q2 		$180M Sell
325,412
-5,692
-2% -$2.83M 2.92% 5
2025
Q1 		$155M Sell
331,104
-765,757
-70% -$389M 2.84% 5
2024
Q4 		$565M Buy
1,096,861
+1,039,993
+1,829% +$526M 7.53% 4
2024
Q3 		$27.8M Buy
56,868
+12,946
+29% +$6.13M 0.62% 22
2024
Q2 		$21M Buy
43,922
+8,970
+26% +$4.03M 0.65% 22
2024
Q1 		$15.5M Buy
34,952
+388
+1% +$166K 0.48% 28
2023
Q4 		$14.2M Sell
34,564
-8,528
-20% -$3.24M 0.45% 31
2023
Q3 		$15.4M Buy
43,092
+11,167
+35% +$4.14M 0.5% 27
2023
Q2 		$11.8M Sell
31,925
-4,905
-13% -$1.65M 0.38% 30
2023
Q1 		$11.8M Sell
36,830
-2,322
-6% -$685K 0.37% 31
2022
Q4 		$10.4M Sell
39,152
-5,699
-13% -$1.58M 0.39% 37
2022
Q3 		$12M Sell
44,851
-793,573
-95% -$240M 0.5% 30
2022
Q2 		$235M Buy
838,424
+787,080
+1,533% +$244M 6.6% 4
2022
Q1 		$18.6M Sell
51,344
-89
-0.2% -$31.6K 0.55% 34
2021
Q4 		$20.5M Buy
51,433
+1,048
+2% +$405K 0.59% 28
2021
Q3 		$18M Sell
50,385
-1,326,305
-96% -$488M 0.41% 35
2021
Q2 		$488M Buy
1,376,690
+1,336,460
+3,322% +$449M 10.74% 2
2021
Q1 		$12.8M Sell
40,230
-625,393
-94% -$200M 0.3% 31
2020
Q4 		$208M Buy
665,623
+632,944
+1,937% +$186M 5.13% 6
2020
Q3 		$9.08M Sell
32,679
-1,251,630
-97% -$339M 0.31% 28
2020
Q2 		$246M Sell
1,284,309
-859
-0.1% -$193K 8.44% 4
2020
Q1 		$245M Buy
1,285,168
+1,267,695
+7,255% +$268M 12.03% 3
2019
Q4 		$3.71M Buy
17,473
+7,827
+81% +$1.57M 0.29% 28
2019
Q3 		$191M Sell
9,646
-490,354
-98% -$93M 15.79% 2
2019
Q2 		$94.7M Buy
500,000
+497,067
+16,947% +$91.5M 7.48% 2
2019
Q1 		$527K Buy
2,933
+2,123
+262% +$360K 0.05% 78
2018
Q4 		$124K Buy
+810
New +$135K 0.01% 96
2018
Q2 		– Sell
-135
Closed -$22K – 135
2018
Q1 		$22K Buy
+135
New +$22.3K ﹤0.01% 114

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumitomo Mitsui Financial Group's QQQ Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its Invesco QQQ Trust (QQQ) stake by 1.8% in Q1 2026, buying an estimated $1.91M and bringing the position to 181,766 shares worth $105M. The position accounts for 2.13% of the portfolio, ranked #8.

Sumitomo Mitsui Financial Group first reported a position in QQQ in Q1 2018 and has held it in 31 quarters since. The position peaked at $565M in Q4 2024. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 181,766 shares of Invesco QQQ Trust worth $105M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 3,140 Invesco QQQ Trust shares in Q1 2026, an estimated $1.91M.
  • Invesco QQQ Trust made up 2.13% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #8 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Invesco QQQ Trust in Q1 2018 and has held it in 31 quarters since.
  • Sumitomo Mitsui Financial Group's Invesco QQQ Trust position peaked at $565M in Q4 2024.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.