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XY Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

XY Capital’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 		– Sell
-175,608
Closed -$3.47M – 121
2026
Q1 		$3.47M Buy
175,608
+55,686
+46% +$1.17M 3.44% 8
2025
Q4 		$2.32M Buy
119,922
+50,415
+73% +$874K 1.46% 15
2025
Q3 		$1.16M Buy
+69,507
New +$1.11M 0.61% 44
2024
Q4 		– Sell
-92,052
Closed -$1.16M – 217
2024
Q3 		$1.16M Sell
92,052
-19,443
-17% -$257K 0.4% 38
2024
Q2 		$1.5M Buy
+111,495
New +$1.35M 0.94% 29
2024
Q1 		– Sell
-763,968
Closed -$7.4M – 99
2023
Q4 		$7.4M Buy
763,968
+85,984
+13% +$834K 4.32% 8
2023
Q3 		$6.68M Buy
+677,984
New +$6.27M 3.83% 4
2023
Q2 		– Sell
-743,782
Closed -$5.95M – 141
2023
Q1 		$5.95M Buy
743,782
+620,030
+501% +$5.25M 2.32% 10
2022
Q4 		$992K Buy
+123,752
New +$788K 0.65% 30

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

XY Capital's SMFG Position: Q2 2026 in Review

XY Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 175,608 shares — an estimated $3.47M sold.

XY Capital first reported a position in SMFG in Q4 2022 and held it in 9 quarters. The position peaked at $7.4M in Q4 2023. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • XY Capital reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • XY Capital sold 175,608 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.47M.
  • XY Capital first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 9 quarters.
  • XY Capital's Sumitomo Mitsui Financial position peaked at $7.4M in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on XY Capital's 13F filing for Q2 2026, filed 11 Aug 2026.