XC
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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
Q1 		$3.47M Buy
175,608
+55,686
+46% +$1.17M 3.8% 8
2025
Q4 		$2.32M Buy
119,922
+50,415
+73% +$874K 2.35% 15
2025
Q3 		$1.16M Buy
+69,507
New +$1.11M 0.97% 44
2024
Q4 		– Sell
-92,052
Closed -$1.16M – 224
2024
Q3 		$1.16M Sell
92,052
-19,443
-17% -$257K 0.63% 38
2024
Q2 		$1.5M Buy
+111,495
New +$1.35M 1.7% 29
2024
Q1 		– Sell
-763,968
Closed -$7.4M – 114
2023
Q4 		$7.4M Buy
763,968
+85,984
+13% +$834K 7.53% 8
2023
Q3 		$6.68M Buy
+677,984
New +$6.27M 6.12% 4
2023
Q2 		– Sell
-743,782
Closed -$5.95M – 168
2023
Q1 		$5.95M Buy
743,782
+620,030
+501% +$5.25M 5.03% 10
2022
Q4 		$992K Buy
+123,752
New +$788K 0.81% 30

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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return