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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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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