Jefferies Group's SMFG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 29,386 shares of Sumitomo Mitsui Financial Group, Inc. (SMFG) worth $580,374, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SMFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 8,408 shares. Largest reduction occurred in Q3 2024, reducing 14,637 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Sumitomo Mitsui Financial Group (SMFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sumitomo Mitsui Financial Group (SMFG) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8,408 | Add 40.08% | 29,386 | $19.75 |
| Q4 2025 | +3,141 | Add 17.61% | 20,978 | $19.33 |
| Q3 2025 | -205 | Reduce 1.14% | 17,837 | $16.74 |
| Q2 2025 | -955 | Reduce 5.03% | 18,042 | $15.11 |
| Q1 2025 | +686 | Add 3.75% | 18,997 | $15.46 |
| Q4 2024 | +1,290 | Add 7.58% | 18,311 | $14.49 |
| Q3 2024 | -14,637 | Reduce 46.23% | 17,021 | $12.63 |
| Q1 2024 | +3,995 | Add 14.44% | 31,658 | $11.77 |
| Q3 2023 | +3,331 | Add 13.69% | 27,663 | $9.85 |
| Q2 2023 | +24,332 | New Buy | 24,332 | $8.60 |
Jefferies Group's Sumitomo Mitsui Financial Group Investment FAQs
Jefferies Group first purchased Sumitomo Mitsui Financial Group, Inc. (SMFG) in Q2 2023, acquiring 24,332 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Sumitomo Mitsui Financial Group, Inc. (SMFG) for 12 quarters since Q2 2023.
Jefferies Group's largest addition to Sumitomo Mitsui Financial Group, Inc. (SMFG) was in Q2 2023, adding 24,332 shares worth $209,255.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 29,386 shares of Sumitomo Mitsui Financial Group, Inc. (SMFG), valued at approximately $580,374.
As of the Q1 2026 filing, Sumitomo Mitsui Financial Group, Inc. (SMFG) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Sumitomo Mitsui Financial Group, Inc. (SMFG) was 31,658 shares, as reported at the end of Q1 2024.