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Yousif Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Yousif Capital 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 		$258K Sell
10,957
-43,372
-80% -$963K ﹤0.01% 1544
2026
Q1 		$1.07M Hold
54,329
– – 0.01% 1017
2025
Q4 		$1.14M Sell
54,329
-540
-1% -$9.36K 0.01% 1019
2025
Q3 		$919K Sell
54,869
-20,580
-27% -$330K 0.01% 1150
2025
Q2 		$1.14M Buy
75,449
+1,554
+2% +$22.3K 0.01% 1061
2025
Q1 		$1.14M Sell
73,895
-27,195
-27% -$414K 0.01% 1034
2024
Q4 		$1.46M Hold
101,090
– – 0.02% 925
2024
Q3 		$1.28M Sell
101,090
-4,391
-4% -$58K 0.01% 1027
2024
Q2 		$1.41M Sell
105,481
-10,095
-9% -$122K 0.02% 934
2024
Q1 		$1.36M Sell
115,576
-2,370
-2% -$25.4K 0.02% 1026
2023
Q4 		$1.14M Buy
117,946
+7,630
+7% +$74K 0.01% 1157
2023
Q3 		$1.09M Sell
110,316
-5,670
-5% -$52.4K 0.01% 1097
2023
Q2 		$997K Buy
115,986
+655
+0.6% +$5.41K 0.01% 1163
2023
Q1 		$923K Buy
115,331
+470
+0.4% +$3.98K 0.01% 1187
2022
Q4 		$921K Hold
114,861
– – 0.01% 1196
2022
Q3 		$632K Buy
114,861
+9,180
+9% +$55.4K 0.01% 1416
2022
Q2 		$624K Sell
105,681
-765
-0.7% -$4.62K 0.01% 1458
2022
Q1 		$667K Hold
106,446
– – 0.01% 1521
2021
Q4 		$723K Buy
+106,446
New +$721K 0.01% 1517

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

Yousif Capital Management's SMFG Position: Q2 2026 in Review

Yousif Capital Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 80% in Q2 2026, selling an estimated $963K and leaving 10,957 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Yousif Capital Management first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Yousif Capital Management held 10,957 shares of Sumitomo Mitsui Financial worth $258K as of Q2 2026.
  • Yousif Capital Management sold 43,372 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $963K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1544 holding.
  • Yousif Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Sumitomo Mitsui Financial position peaked at $1.46M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.