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Westwood Holdings Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Westwood Holdings Group’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 		$648K Hold
32,820
– – ﹤0.01% 370
2025
Q4 		$634K Hold
32,820
– – 0.01% 409
2025
Q3 		$549K Sell
32,820
-4,120
-11% -$66K ﹤0.01% 414
2025
Q2 		$558K Sell
36,940
-1,687
-4% -$24.3K ﹤0.01% 410
2025
Q1 		$597K Hold
38,627
– – ﹤0.01% 384
2024
Q4 		$560K Sell
38,627
-4,137
-10% -$56.8K ﹤0.01% 404
2024
Q3 		$540K Sell
42,764
-5,089
-11% -$67.2K ﹤0.01% 394
2024
Q2 		$642K Buy
47,853
+1
+0% +$12 ﹤0.01% 371
2024
Q1 		$563K Buy
47,852
+9
+0% +$97 ﹤0.01% 391
2023
Q4 		$463K Sell
47,843
-54,946
-53% -$533K ﹤0.01% 395
2023
Q3 		$1.01M Hold
102,789
– – 0.01% 340
2023
Q2 		$884K Buy
102,789
+7,518
+8% +$62.1K 0.01% 352
2023
Q1 		$762K Buy
95,271
+90
+0.1% +$762 0.01% 376
2022
Q4 		$763K Sell
95,181
-92
-0.1% -$586 0.01% 377
2022
Q3 		$524K Sell
95,273
-23,452
-20% -$141K 0.01% 362
2022
Q2 		$701K Sell
118,725
-538
-0.5% -$3.25K 0.01% 369
2022
Q1 		$748K Sell
119,263
-2,449,807
-95% -$17.5M 0.01% 374
2021
Q4 		$17.4M Buy
2,569,070
+139,136
+6% +$942K 0.16% 161
2021
Q3 		$17M Sell
2,429,934
-204,971
-8% -$1.43M 0.19% 158
2021
Q2 		$18.2M Buy
+2,634,905
New +$18.9M 0.18% 151

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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return

Westwood Holdings Group's SMFG Position: Q1 2026 in Review

Westwood Holdings Group held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2026 at 32,820 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Westwood Holdings Group first reported a position in SMFG in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.2M in Q2 2021. 442 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Westwood Holdings Group held 32,820 shares of Sumitomo Mitsui Financial worth $648K as of Q1 2026.
  • Westwood Holdings Group left its Sumitomo Mitsui Financial share count unchanged in Q1 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #370 holding.
  • Westwood Holdings Group first reported a position in Sumitomo Mitsui Financial in Q2 2021 and has held it in 20 quarters since.
  • Westwood Holdings Group's Sumitomo Mitsui Financial position peaked at $18.2M in Q2 2021.
  • 442 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.