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Sumitomo Mitsui Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6M Sell
35,285
-171,656
-83% -$87.2M 0.43% 38
2026
Q1 		$68M Buy
206,941
+194,458
+1,558% +$66.4M 1.38% 14
2025
Q4 		$3.76M Sell
12,483
-2,306
-16% -$680K 0.07% 70
2025
Q3 		$4.01M Sell
14,789
-1,996
-12% -$498K 0.07% 64
2025
Q2 		$4.01M Sell
16,785
-3,712
-18% -$744K 0.07% 62
2025
Q1 		$3.86M Buy
20,497
+190
+0.9% +$40.6K 0.07% 64
2024
Q4 		$4.38M Sell
20,307
-2,926
-13% -$653K 0.06% 62
2024
Q3 		$5.36M Sell
23,233
-896
-4% -$206K 0.12% 52
2024
Q2 		$5.95M Sell
24,129
-1,502
-6% -$344K 0.19% 50
2024
Q1 		$5.79M Sell
25,631
-380,371
-94% -$79.1M 0.18% 50
2023
Q4 		$78M Buy
406,002
+1,005
+0.2% +$169K 2.47% 4
2023
Q3 		$63.9M Buy
404,997
+378,105
+1,406% +$63M 2.06% 6
2023
Q2 		$4.55M Sell
26,892
-3,216
-11% -$482K 0.14% 57
2023
Q1 		$4.46M Sell
30,108
-133,230
-82% -$18.2M 0.14% 62
2022
Q4 		$18.9M Sell
163,338
-3,051
-2% -$354K 0.72% 24
2022
Q3 		$17.7M Sell
166,389
-6,078
-4% -$762K 0.74% 19
2022
Q2 		$20.1M Buy
172,467
+68,013
+65% +$9.17M 0.56% 25
2022
Q1 		$16.5M Buy
104,454
+50,598
+94% +$8.1M 0.48% 38
2021
Q4 		$9.74M Sell
53,856
-70,818
-57% -$11.9M 0.28% 48
2021
Q3 		$18.5M Sell
124,674
-68,895
-36% -$10.5M 0.42% 33
2021
Q2 		$29.3M Sell
193,569
-57,156
-23% -$8.18M 0.65% 27
2021
Q1 		$35.4M Buy
250,725
+234,720
+1,467% +$32.1M 0.84% 22
2020
Q4 		$2.02M Buy
16,005
+11,499
+255% +$1.32M 0.05% 77
2020
Q3 		$458K Buy
+4,506
New +$440K 0.02% 104

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group reduced its iShares Semiconductor ETF (SOXX) stake by 83% in Q2 2026, selling an estimated $87.2M and leaving 35,285 shares worth $22.6M. The position accounts for 0.43% of the portfolio, ranked #38.

Sumitomo Mitsui Financial Group first reported a position in SOXX in Q3 2020 and has held it in 24 quarters since. The position peaked at $78M in Q4 2023. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 35,285 shares of iShares Semiconductor ETF worth $22.6M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 171,656 iShares Semiconductor ETF shares in Q2 2026, an estimated $87.2M.
  • iShares Semiconductor ETF made up 0.43% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #38 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 24 quarters since.
  • Sumitomo Mitsui Financial Group's iShares Semiconductor ETF position peaked at $78M in Q4 2023.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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