Y-Intercept (HK)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Y-Intercept (HK)’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	$1.8M	Buy	76,263 +16,684	+28%	+$371K	0.04%	759
2026 Q1	$1.18M	Sell	59,579 -21,718	-27%	-$456K	0.02%	955
2025 Q4	$1.57M	Sell	81,297 -45,268	-36%	-$785K	0.04%	741
2025 Q3	$2.12M	Buy	+126,565	New	+$2.03M	0.05%	573
2024 Q2	–	Sell	-17,202	Closed	-$202K	–	1876
2024 Q1	$202K	Buy	+17,202	New	+$185K	0.02%	1154
2023 Q3	–	Sell	-54,389	Closed	-$468K	–	1546
2023 Q2	$468K	Sell	54,389 -377	-0.7%	-$3.12K	0.05%	584
2023 Q1	$438K	Buy	54,766 +1,858	+4%	+$15.7K	0.05%	602
2022 Q4	$424K	Buy	+52,908	New	+$337K	0.06%	496
2021 Q4	–	Sell	-37,621	Closed	-$264K	–	858
2021 Q3	$264K	Buy	+37,621	New	+$262K	0.05%	503
2021 Q1	–	Sell	-38,826	Closed	-$240K	–	784
2020 Q4	$240K	Buy	+38,826	New	+$228K	0.1%	391

Other funds holding SMFG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Y-Intercept (HK)'s SMFG Position: Q2 2026 in Review

Y-Intercept (HK) increased its Sumitomo Mitsui Financial (SMFG) stake by 28% in Q2 2026, buying an estimated $371K and bringing the position to 76,263 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #759.

Y-Intercept (HK) first reported a position in SMFG in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.12M in Q3 2025. 133 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Y-Intercept (HK) held 76,263 shares of Sumitomo Mitsui Financial worth $1.8M as of Q2 2026.
Y-Intercept (HK) bought 16,684 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $371K.
Sumitomo Mitsui Financial made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #759 holding.
Y-Intercept (HK) first reported a position in Sumitomo Mitsui Financial in Q4 2020 and has held it in 10 quarters since.
Y-Intercept (HK)'s Sumitomo Mitsui Financial position peaked at $2.12M in Q3 2025.
133 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.