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 Q2	$4.05M	Buy	+5,500	New	+$3.78M	0.08%	68
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sumitomo Mitsui Financial Group's QQQ Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its Invesco QQQ Trust (QQQ) stake by 108% in Q2 2026, buying an estimated $135M and bringing the position to 378,706 shares worth $279M. The position accounts for 5.29% of the portfolio, ranked #4.

Sumitomo Mitsui Financial Group first reported a position in QQQ in Q1 2018 and has held it in 32 quarters since. The position peaked at $565M in Q4 2024. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Sumitomo Mitsui Financial Group held 378,706 shares of Invesco QQQ Trust worth $279M as of Q2 2026.
Sumitomo Mitsui Financial Group bought 196,940 Invesco QQQ Trust shares in Q2 2026, an estimated $135M.
Invesco QQQ Trust made up 5.29% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #4 holding.
Sumitomo Mitsui Financial Group first reported a position in Invesco QQQ Trust in Q1 2018 and has held it in 32 quarters since.
Sumitomo Mitsui Financial Group's Invesco QQQ Trust position peaked at $565M in Q4 2024.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.