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Sumitomo Mitsui Financial Group’s Roku ROKU Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,700
Closed -$300K – 211
2025
Q4 		$300K Buy
+2,700
New +$274K 0.01% 115

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group sold out of Roku (ROKU) in Q1 2026, closing a stake of 2,700 shares — an estimated $300K sold.

Sumitomo Mitsui Financial Group first reported a position in ROKU in Q4 2025 and held it in 1 quarter. The position peaked at $300K in Q4 2025. 697 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Sumitomo Mitsui Financial Group reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 2,700 Roku shares in Q1 2026, an estimated $300K.
  • Sumitomo Mitsui Financial Group first reported a position in Roku in Q4 2025 and held it in 1 quarter.
  • Sumitomo Mitsui Financial Group's Roku position peaked at $300K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Roku as of Q1 2026.

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