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Xponance’s Sumitomo Mitsui Financial SMFG Stock Holding History

Xponance’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 		$432K Buy
+18,336
New +$407K ﹤0.01% 1169
2025
Q3 		– Sell
-13,447
Closed -$203K – 1566
2025
Q2 		$203K Buy
13,447
+208
+2% +$2.99K ﹤0.01% 1323
2025
Q1 		$205K Buy
13,239
+535
+4% +$8.14K ﹤0.01% 1262
2024
Q4 		$184K Buy
12,704
+579
+5% +$7.95K ﹤0.01% 1306
2024
Q3 		$153K Buy
12,125
+1,267
+12% +$16.7K ﹤0.01% 1277
2024
Q2 		$146K Buy
+10,858
New +$132K ﹤0.01% 1213

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

Xponance's SMFG Position: Q2 2026 in Review

Xponance opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 18,336 shares worth $432K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: Xponance previously reported a position in SMFG as recently as Q2 2025.

Xponance first reported a position in SMFG in Q2 2024 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Xponance held 18,336 shares of Sumitomo Mitsui Financial worth $432K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Xponance position in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1169 holding.
  • Xponance first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 6 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.