Voloridge Investment Management
SMFG icon

Voloridge Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Voloridge Investment 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 		$4.62M Sell
196,100
-94,598
-33% -$2.1M 0.02% 547
2026
Q1 		$5.74M Sell
290,698
-238,788
-45% -$5.02M 0.02% 640
2025
Q4 		$10.2M Sell
529,486
-307,910
-37% -$5.34M 0.04% 573
2025
Q3 		$14M Buy
+837,396
New +$13.4M 0.05% 445
2023
Q3 		– Sell
-589,576
Closed -$5.07M – 1583
2023
Q2 		$5.07M Sell
589,576
-259,262
-31% -$2.14M 0.02% 667
2023
Q1 		$6.79M Sell
848,838
-143,881
-14% -$1.22M 0.03% 575
2022
Q4 		$7.96M Buy
992,719
+707,145
+248% +$4.5M 0.04% 506
2022
Q3 		$1.57M Buy
285,574
+274,208
+2,413% +$1.65M 0.01% 1045
2022
Q2 		$67K Buy
+11,366
New +$68.7K ﹤0.01% 1397
2021
Q1 		– Sell
-11,517
Closed -$71K – 1636
2020
Q4 		$71K Buy
+11,517
New +$67.6K ﹤0.01% 1279
2020
Q2 		– Sell
-29,100
Closed -$139K – 1477
2020
Q1 		$139K Buy
+29,100
New +$187K ﹤0.01% 1004

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Voloridge Investment Management's SMFG Position: Q2 2026 in Review

Voloridge Investment Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 33% in Q2 2026, selling an estimated $2.1M and leaving 196,100 shares worth $4.62M. The position accounts for 0.02% of the portfolio, ranked #547.

Voloridge Investment Management first reported a position in SMFG in Q1 2020 and has held it in 11 quarters since. The position peaked at $14M in Q3 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Voloridge Investment Management held 196,100 shares of Sumitomo Mitsui Financial worth $4.62M as of Q2 2026.
  • Voloridge Investment Management sold 94,598 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.1M.
  • Sumitomo Mitsui Financial made up 0.02% of Voloridge Investment Management's portfolio in Q2 2026, its #547 holding.
  • Voloridge Investment Management first reported a position in Sumitomo Mitsui Financial in Q1 2020 and has held it in 11 quarters since.
  • Voloridge Investment Management's Sumitomo Mitsui Financial position peaked at $14M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.