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
2024
Q3 		– Sell
-40,000
Closed -$443K – 198
2024
Q2 		$443K Buy
+40,000
New +$2.8M 0.01% 108
2024
Q1 		– Sell
-40,000
Closed -$10.4K – 184
2023
Q4 		$10.4K Buy
+40,000
New +$2.26M ﹤0.01% 150
2023
Q3 		– Sell
-28,000
Closed -$198K – 191
2023
Q2 		$198K Buy
+28,000
New +$1.75M 0.01% 125
2022
Q4 		– Sell
-210,000
Closed -$2.33M – 198
2022
Q3 		$2.33M Sell
210,000
-84,000
-29% -$5.95M 0.1% 86
2022
Q2 		$5.39M Sell
294,000
-686,800
-70% -$62.8M 0.15% 71
2022
Q1 		$24M Sell
980,800
-1,101,200
-53% -$133M 0.7% 27
2021
Q4 		$34.7M Buy
2,082,000
+1,432,000
+220% +$310M 1% 17
2021
Q3 		$3.37M Buy
+650,000
New +$167M 0.08% 88
2021
Q2 		– Sell
-125,000
Closed -$647K – 190
2021
Q1 		$647K Sell
125,000
-20,000
-14% -$4.68M 0.02% 119
2020
Q4 		$1.29M Sell
145,000
-145,000
-50% -$28.3M 0.03% 93
2020
Q3 		$1.62M Buy
290,000
+237,700
+454% +$33.6M 0.06% 83
2020
Q2 		$172K Sell
52,300
-942,700
-95% -$72.2M 0.01% 112
2020
Q1 		$3.5M Buy
995,000
+545,000
+121% +$37.3M 0.17% 37
2019
Q4 		$1.86M Sell
450,000
-16,000
-3% -$1.02M 0.15% 52
2019
Q3 		$1.84M Sell
466,000
-568,500
-55% -$38.6M 0.15% 51
2019
Q2 		$4.46M Buy
1,034,500
+1,025,500
+11,394% +$71.6M 0.35% 25
2019
Q1 		$79K Sell
9,000
-151,000
-94% -$10.9M 0.01% 96
2018
Q4 		$1.59M Buy
+160,000
New +$11.3M 0.1% 50

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.