Dorsey Wright & Associates SMFG — SUMITOMO MITSUI FINL GROUP ISP

Ownership history in Dorsey Wright & Associates  ·  10 quarters on record

AI Ownership Summary

Dorsey Wright & Associates reported SUMITOMO MITSUI FINL GROUP ISP (SMFG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2024 Q2. The latest visible filing shows SMFG at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dorsey Wright & Associates's position in SUMITOMO MITSUI FINL GROUP ISP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMFG was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMFG stock page Dorsey Wright & Associates fund profile Dorsey Wright & Associates full holdings
How Dorsey Wright & Associates held SMFG — position size vs. price
% of Fund (quarterly)    SMFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 128,228 +36,069 +39.1% 0.31% $2.5M 2026-05-06 $21.92
2025 Q4 ADDED — — — 92,159 +3,969 +4.5% 0.38% $1.8M 2026-02-20 $23.38
2025 Q3 REDUCED 9.4% +16.9% ❌ 88,190 -9,119 -9.4% 0.33% $1.5M 2025-11-18 $16.86
2025 Q2 REDUCED 38.9% +11.4% ❌ 97,309 -62,053 -38.9% 0.35% $1.5M 2025-08-11 $15.74
2025 Q1 REDUCED 10.6% -2.3% ✅ 159,362 -18,883 -10.6% 0.63% $2.5M 2025-05-06 $13.92
2024 Q4 REDUCED 22.4% +8.4% ❌ 178,245 -51,313 -22.4% 0.62% $2.6M 2025-02-12 $14.40
2024 Q3 ADDED — — — 229,558 +24,108 +11.7% 0.69% $2.9M 2024-11-15 $13.74
2024 Q2 REDUCED — — — 205,450 -2,945 -1.4% 0.71% $2.8M 2024-08-15 $13.09
2024 Q1 REDUCED — — — 208,395 -5,304 -2.5% 0.64% $2.5M 2024-05-09 $11.10
2023 Q4 INITIATED — — — 213,699 — — 0.63% $2.1M 2024-02-13 $9.70

🏢 Other funds also holding SMFG

As of 2026 Q1 — sorted by position size

ANDERSON HOAGLAND & CO 3Y 7Y 1.23% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 1.18% Gilman Hill Asset Management, LLC 3Y 7Y 0.62% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.46% PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.36% Flatrock Wealth Partners LLC 0.36% Naviter Wealth, LLC 3Y 0.34% Storgate, LLC 0.27% Gallacher Capital Management LLC 3Y 0.26% Pekin Hardy Strauss, Inc. 3Y 7Y 0.25%

FAQ About Dorsey Wright & Associates and SMFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dorsey Wright & Associates reported owning SMFG?

Dorsey Wright & Associates reported SMFG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SMFG position in Dorsey Wright & Associates's portfolio?

The largest reported portfolio weight for SMFG was 0.71% in 2024 Q2.

What is the latest reported SMFG position on this page?

The most recent filing on this page is 2026 Q1, when Dorsey Wright & Associates reported 128,228 shares, equal to 0.31% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SMFG ownership page compare?

The chart compares Dorsey Wright & Associates's quarterly SMFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dorsey Wright & Associates time their SMFG position?

Based on 13F filing dates vs. subsequent SMFG price moves, Dorsey Wright & Associates correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on SMFG relative to SPY over the holding period was +19.4%.

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