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
Search
Sign in
Sign up
William Blair Investment Management’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
William Blair 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
$1.5M
Sell
76,066
-48,378
-39%
-$1.02M
0.01%
354
2025
Q4
$2.41M
Sell
124,444
-6,649
-5%
-$115K
0.01%
354
2025
Q3
$2.19M
Sell
131,093
-133
-0.1%
-$2.13K
0.01%
348
2025
Q2
$1.98M
Sell
131,226
-70,920
-35%
-$1.02M
0.01%
358
2025
Q1
$3.13M
Sell
202,146
-23,049
-10%
-$351K
0.01%
347
2024
Q4
$3.26M
Sell
225,195
-16,234
-7%
-$223K
0.01%
354
2024
Q3
$3.05M
Buy
+241,429
New
+$3.19M
0.01%
344
2018
Q2
–
Sell
-497,785
Closed
-$4.23M
–
504
2018
Q1
$4.23M
Buy
497,785
+79,907
+19%
+$714K
0.02%
361
2017
Q4
$3.63M
Buy
417,878
+898
+0.2%
+$7.28K
0.01%
365
2017
Q3
$3.21M
Sell
416,980
-5,856
-1%
-$44.6K
0.01%
377
2017
Q2
$3.32M
Sell
422,836
-37,305
-8%
-$277K
0.01%
377
2017
Q1
$3.34M
Buy
460,141
+15,693
+4%
+$122K
0.01%
370
2016
Q4
$3.4M
Buy
+444,448
New
+$3.23M
0.01%
364
2016
Q1
–
Sell
-466,053
Closed
-$3.54M
–
469
2015
Q4
$3.54M
Buy
466,053
+220,953
+90%
+$1.74M
0.01%
372
2015
Q3
$1.87M
Buy
+245,100
New
+$2.06M
﹤0.01%
897
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
Sign up
Sign in
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
Theme
Close