SMFG
XYZ

Sumitomo Mitsui Financial Group’s Block Inc XYZ Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,700
Closed -$10.9K – 247
2025
Q2 		$10.9K Buy
+2,700
New +$157K ﹤0.01% 219
2025
Q1 		– Sell
-2,700
Closed -$37.3K – 210
2024
Q4 		$37.3K Sell
2,700
-17,211
-86% -$1.41M ﹤0.01% 141
2024
Q3 		$59.8K Buy
+19,911
New +$1.29M ﹤0.01% 146
2024
Q2 		– Sell
-1,345
Closed -$9.07K – 191
2024
Q1 		$9.07K Buy
+1,345
New +$97.3K ﹤0.01% 160
2023
Q3 		– Sell
-22,045
Closed -$56.5K – 190
2023
Q2 		$56.5K Sell
22,045
-48,790
-69% -$3.05M ﹤0.01% 148
2023
Q1 		$542K Buy
70,835
+67,731
+2,182% +$5.07M 0.02% 120
2022
Q4 		$12K Sell
3,104
-245,996
-99% -$15.2M ﹤0.01% 158
2022
Q3 		$562K Sell
249,100
-218,100
-47% -$15.4M 0.02% 136
2022
Q2 		$2M Buy
467,200
+367,200
+367% +$33.6M 0.06% 104
2022
Q1 		$111K Hold
100,000
– – ﹤0.01% 164
2021
Q4 		$368K Sell
100,000
-201,000
-67% -$43.6M 0.01% 144
2021
Q3 		$3.26M Buy
301,000
+296,000
+5,920% +$76M 0.07% 89
2021
Q2 		$155K Sell
5,000
-90,000
-95% -$20.9M ﹤0.01% 132
2021
Q1 		$1.28M Sell
95,000
-40,000
-30% -$9.36M 0.03% 99
2020
Q4 		$4.2M Sell
135,000
-269,000
-67% -$52.5M 0.1% 54
2020
Q3 		$12M Buy
404,000
+218,620
+118% +$30.9M 0.41% 24
2020
Q2 		$2.88M Sell
185,380
-154,620
-45% -$11.8M 0.1% 46
2020
Q1 		$2.29M Sell
340,000
-1,121,420
-77% -$76.7M 0.11% 54
2019
Q4 		$2.31M Buy
1,461,420
+229,080
+19% +$14.6M 0.18% 42
2019
Q3 		$2.42M Sell
1,232,340
-94,160
-7% -$6.4M 0.2% 44
2019
Q2 		$5.79M Buy
1,326,500
+849,000
+178% +$59.3M 0.46% 22
2019
Q1 		$2.59M Buy
477,500
+327,500
+218% +$23.7M 0.23% 36
2018
Q4 		$290K Buy
+150,000
New +$10.6M 0.02% 87
2018
Q1 		– Sell
-7,600
Closed -$7K – 144
2017
Q4 		$7K Buy
+7,600
New +$278K ﹤0.01% 97

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group reduced its Block Inc (XYZ) stake by 0.03% in Q1 2026, selling an estimated $17.4K and leaving 907,930 shares worth $54.6M. The position accounts for 1.11% of the portfolio, ranked #19.

Sumitomo Mitsui Financial Group first reported a position in XYZ in Q3 2017 and has held it in 32 quarters since. The position peaked at $227M in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 907,930 shares of Block Inc worth $54.6M as of Q1 2026.
  • Sumitomo Mitsui Financial Group sold 286 Block Inc shares in Q1 2026, an estimated $17.4K.
  • Block Inc made up 1.11% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #19 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Block Inc in Q3 2017 and has held it in 32 quarters since.
  • Sumitomo Mitsui Financial Group's Block Inc position peaked at $227M in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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