Ken Fisher's SMFG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3.2 M shares of Sumitomo Mitsui Financial Group, Inc. (SMFG) worth $63.14 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SMFG, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2017, adding 48.97 M shares. Largest reduction occurred in Q1 2020, reducing 60.46 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.55 M | Add 94.11% | 3.2 M | $19.75 |
| Q4 2025 | +122,562 | Add 8.04% | 1.65 M | $19.33 |
| Q3 2025 | +167,242 | Add 12.32% | 1.52 M | $16.74 |
| Q2 2025 | +785,443 | Add 137.38% | 1.36 M | $15.11 |
| Q1 2025 | +387,921 | Add 211.02% | 571,750 | $15.46 |
| Q4 2024 | -4,711 | Reduce 2.50% | 183,829 | $14.49 |
| Q3 2024 | +2,677 | Add 1.44% | 188,540 | $12.63 |
| Q2 2024 | -21,828 | Reduce 10.51% | 185,863 | $13.41 |
| Q1 2024 | +49,082 | Add 30.95% | 207,691 | $11.77 |
| Q4 2023 | +139,200 | Add 717.19% | 158,609 | $9.68 |
| Q3 2023 | +178 | Add 0.93% | 19,409 | $9.85 |
| Q1 2023 | -4,363 | Reduce 18.49% | 19,231 | $8.00 |
| Q4 2022 | +629 | Add 2.74% | 23,594 | $8.01 |
| Q3 2022 | -5,755 | Reduce 20.04% | 22,965 | $5.49 |
| Q2 2022 | +1,133 | Add 4.11% | 28,720 | $5.88 |
| Q1 2022 | -763 | Reduce 2.69% | 27,587 | $6.27 |
| Q4 2021 | -413 | Reduce 1.44% | 28,350 | $6.77 |
| Q3 2021 | -3,516 | Reduce 10.89% | 28,763 | $7.02 |
| Q2 2021 | -1,006 | Reduce 3.02% | 32,279 | $6.88 |
| Q1 2021 | -24,869 | Reduce 42.76% | 33,285 | $7.24 |
| Q4 2020 | -28,872 | Reduce 33.18% | 58,154 | $6.17 |
| Q3 2020 | -144,677 | Reduce 62.44% | 87,026 | $5.58 |
| Q2 2020 | -1.51 M | Reduce 86.68% | 231,703 | $5.62 |
| Q1 2020 | -60.46 M | Reduce 97.20% | 1.74 M | $4.79 |
| Q4 2019 | +895,843 | Add 1.46% | 62.2 M | $7.41 |
| Q3 2019 | +531,049 | Add 0.87% | 61.31 M | $6.84 |
| Q2 2019 | -1.42 M | Reduce 2.28% | 60.78 M | $7.06 |
| Q1 2019 | +2.3 M | Add 3.85% | 62.19 M | $7.03 |
| Q4 2018 | +454,219 | Add 0.76% | 59.89 M | $6.51 |
| Q3 2018 | +1.65 M | Add 2.85% | 59.44 M | $8.03 |
| Q2 2018 | +2.41 M | Add 4.36% | 57.79 M | $7.77 |
| Q1 2018 | +2.43 M | Add 4.59% | 55.38 M | $8.50 |
| Q4 2017 | +2.15 M | Add 4.24% | 52.95 M | $8.69 |
| Q3 2017 | +1.82 M | Add 3.71% | 50.79 M | $7.71 |
| Q2 2017 | +48.97 M | New Buy | 48.97 M | $7.86 |
| Q2 2016 | -20,698 | Sold Out | 0 | $0.00 |
| Q1 2016 | -35,309 | Reduce 63.04% | 20,698 | $6.28 |
| Q4 2015 | +358 | Add 0.64% | 56,007 | $7.59 |
| Q3 2015 | -2,375 | Reduce 4.09% | 55,649 | $7.64 |
| Q2 2015 | -326 | Reduce 0.56% | 58,024 | $8.89 |
| Q1 2015 | +236 | Add 0.41% | 58,350 | $7.75 |
| Q4 2014 | +33,687 | Add 137.91% | 58,114 | $7.28 |
| Q3 2014 | -1,550 | Reduce 5.97% | 24,427 | $8.19 |
| Q1 2014 | -2,750 | Reduce 9.57% | 25,977 | $8.66 |
| Q4 2013 | -3,860 | Reduce 11.85% | 28,727 | $10.48 |
| Q3 2013 | -21,633 | Reduce 39.90% | 32,587 | $9.73 |
| Q2 2013 | +54,220 | Add 0.00% | 54,220 | $9.22 |
Ken Fisher's Sumitomo Mitsui Financial Group Investment FAQs
Ken Fisher first purchased Sumitomo Mitsui Financial Group, Inc. (SMFG) in Q2 2013, acquiring 54,220 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Sumitomo Mitsui Financial Group, Inc. (SMFG) for 49 quarters since Q2 2013.
Ken Fisher's largest addition to Sumitomo Mitsui Financial Group, Inc. (SMFG) was in Q2 2017, adding 48,974,918 shares worth $384.94 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,196,927 shares of Sumitomo Mitsui Financial Group, Inc. (SMFG), valued at approximately $63.14 M.
As of the Q1 2026 filing, Sumitomo Mitsui Financial Group, Inc. (SMFG) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Sumitomo Mitsui Financial Group, Inc. (SMFG) was 62,203,165 shares, as reported at the end of Q4 2019.