VSQM
SMFG icon

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
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
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return