William Blair Investment Management
SMFG icon

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
Q2 		$1.36M Sell
57,660
-18,406
-24% -$409K ﹤0.01% 347
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
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

William Blair Investment Management's SMFG Position: Q2 2026 in Review

William Blair Investment Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 24% in Q2 2026, selling an estimated $409K and leaving 57,660 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #347.

William Blair Investment Management first reported a position in SMFG in Q3 2015 and has held it in 16 quarters since. The position peaked at $4.23M in Q1 2018. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • William Blair Investment Management held 57,660 shares of Sumitomo Mitsui Financial worth $1.36M as of Q2 2026.
  • William Blair Investment Management sold 18,406 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $409K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of William Blair Investment Management's portfolio in Q2 2026, its #347 holding.
  • William Blair Investment Management first reported a position in Sumitomo Mitsui Financial in Q3 2015 and has held it in 16 quarters since.
  • William Blair Investment Management's Sumitomo Mitsui Financial position peaked at $4.23M in Q1 2018.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.