SMFG
V icon

Sumitomo Mitsui Financial Group’s Visa V Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,000
Closed -$146K – 204
2024
Q4 		$146K Buy
+5,000
New +$1.5M ﹤0.01% 120
2024
Q2 		– Sell
-7,000
Closed -$152K – 188
2024
Q1 		$152K Hold
7,000
– – ﹤0.01% 133
2023
Q4 		$99.6K Buy
7,000
+2,000
+40% +$493K ﹤0.01% 131
2023
Q3 		$3.2K Hold
5,000
– – ﹤0.01% 163
2023
Q2 		$2.58K Hold
5,000
– – ﹤0.01% 171
2023
Q1 		$2.96K Hold
5,000
– – ﹤0.01% 163
2022
Q4 		$6.92K Buy
+5,000
New +$1.01M ﹤0.01% 159

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group sold out of Visa (V) in Q1 2026, closing a stake of 600 shares — an estimated $213K sold.

Sumitomo Mitsui Financial Group first reported a position in V in Q1 2017 and held it in 17 quarters. The position peaked at $6.78M in Q4 2020. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sumitomo Mitsui Financial Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 600 Visa shares in Q1 2026, an estimated $213K.
  • Sumitomo Mitsui Financial Group first reported a position in Visa in Q1 2017 and held it in 17 quarters.
  • Sumitomo Mitsui Financial Group's Visa position peaked at $6.78M in Q4 2020.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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