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	–	Sell	-12,500	Closed	-$250K	–	210
2025 Q4	$250K	Buy	12,500 +9,900	+381%	+$6.07M	﹤0.01%	120
2025 Q3	$73.5K	Buy	+2,600	New	+$1.49M	﹤0.01%	138
2024 Q4	–	Sell	-4,500	Closed	-$104K	–	188
2024 Q3	$104K	Buy	+4,500	New	+$2.13M	﹤0.01%	136
2024 Q2	–	Sell	-2,000	Closed	-$21.3K	–	185
2024 Q1	$21.3K	Buy	+2,000	New	+$858K	﹤0.01%	157

Other funds holding QQQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.