V-Square Quantitative Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

V-Square Quantitative Management’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Buy	8,709 +1,010	+13%	+$22.4K	0.02%	509
2026 Q1	$152K	Buy	7,699 +2,065	+37%	+$43.4K	0.02%	526
2025 Q4	$109K	Buy	+5,634	New	+$97.7K	0.01%	529
2025 Q2	–	Sell	-39,799	Closed	-$615K	–	718
2025 Q1	$615K	Hold	39,799	–	–	0.09%	251
2024 Q4	$574K	Buy	39,799 +9,224	+30%	+$127K	0.08%	269
2024 Q3	$386K	Hold	30,575	–	–	0.06%	361
2024 Q2	$410K	Hold	30,575	–	–	0.07%	294
2024 Q1	$348K	Hold	30,575	–	–	0.05%	346
2023 Q4	$296K	Buy	+30,575	New	+$296K	0.05%	315

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

V-Square Quantitative Management's SMFG Position: Q2 2026 in Review

V-Square Quantitative Management increased its Sumitomo Mitsui Financial (SMFG) stake by 13% in Q2 2026, buying an estimated $22.4K and bringing the position to 8,709 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #509.

V-Square Quantitative Management first reported a position in SMFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $615K in Q1 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

V-Square Quantitative Management held 8,709 shares of Sumitomo Mitsui Financial worth $205K as of Q2 2026.
V-Square Quantitative Management bought 1,010 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $22.4K.
Sumitomo Mitsui Financial made up 0.02% of V-Square Quantitative Management's portfolio in Q2 2026, its #509 holding.
V-Square Quantitative Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 9 quarters since.
V-Square Quantitative Management's Sumitomo Mitsui Financial position peaked at $615K in Q1 2025.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.