de AssetMark Inc Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | USD 9.9 M | Comprar |
382,038
+64,786
| +20% | +USD 1.68 M | 0.02% | 576 |
|
|
2026
Q2 | USD 7.48 M | Comprar |
317,252
+70,909
| +29% | +USD 1.57 M | 0.01% | 626 |
|
|
2026
Q1 | USD 4.87 M | Comprar |
246,343
+96,203
| +64% | +USD 2.02 M | 0.01% | 669 |
|
|
2025
Q4 | USD 2.9 M | Comprar |
150,140
+48,569
| +48% | +USD 842 k | 0.01% | 772 |
|
|
2025
Q3 | USD 1.7 M | Comprar |
101,571
+42,766
| +73% | +USD 685 k | ﹤0.01% | 858 |
|
|
2025
Q2 | USD 889 k | Comprar |
58,805
+28,217
| +92% | +USD 406 k | ﹤0.01% | 950 |
|
|
2025
Q1 | USD 473 k | Comprar |
30,588
+11,847
| +63% | +USD 180 k | ﹤0.01% | 996 |
|
|
2024
Q4 | USD 272 k | Comprar |
18,741
+10,003
| +114% | +USD 137 k | ﹤0.01% | 1038 |
|
|
2024
Q3 | USD 110 k | Comprar |
8,738
+1,669
| +24% | +USD 22 k | ﹤0.01% | 1134 |
|
|
2024
Q2 | USD 94.8 k | Comprar |
7,069
+196
| +3% | +USD 2.37 k | ﹤0.01% | 1117 |
|
|
2024
Q1 | USD 80.9 k | Comprar |
6,873
+232
| +3% | +USD 2.49 k | ﹤0.01% | 1075 |
|
|
2023
Q4 | USD 64.3 k | Comprar |
6,641
+847
| +15% | +USD 8.21 k | ﹤0.01% | 1110 |
|
|
2023
Q3 | USD 57.1 k | Mantener |
5,794
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q2 | USD 49.8 k | Mantener |
5,794
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q1 | USD 46.4 k | Vender |
5,794
-3,287
| -36% | -USD 27.8 k | ﹤0.01% | 1047 |
|
|
2022
Q4 | USD 72.8 k | Comprar |
9,081
+5,090
| +128% | +USD 32.4 k | ﹤0.01% | 965 |
|
|
2022
Q3 | USD 22 k | Mantener |
3,991
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q2 | USD 24 k | Vender |
3,991
-3,411
| -46% | -USD 20.6 k | ﹤0.01% | 1087 |
|
|
2022
Q1 | USD 46 k | Comprar |
7,402
+3,411
| +85% | +USD 24.3 k | ﹤0.01% | 938 |
|
|
2021
Q4 | USD 27 k | Mantener |
3,991
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q3 | USD 28 k | Mantener |
3,991
| – | – | ﹤0.01% | 891 |
|
|
2021
Q2 | USD 27 k | Vender |
3,991
-65
| -2% | -USD 466 | ﹤0.01% | 858 |
|
|
2021
Q1 | USD 29 k | Comprar |
4,056
+489
| +14% | +USD 3.41 k | ﹤0.01% | 816 |
|
|
2020
Q4 | USD 22 k | Vender |
3,567
-17,248
| -83% | -USD 101 k | ﹤0.01% | 837 |
|
|
2020
Q3 | USD 116 k | Comprar |
20,815
+2,358
| +13% | +USD 13.5 k | ﹤0.01% | 577 |
|
|
2020
Q2 | USD 104 k | Vender |
18,457
-696
| -4% | -USD 3.76 k | ﹤0.01% | 578 |
|
|
2020
Q1 | USD 92 k | Vender |
19,153
-1,483
| -7% | -USD 9.6 k | ﹤0.01% | 584 |
|
|
2019
Q4 | USD 153 k | Vender |
20,636
-542
| -3% | -USD 3.9 k | ﹤0.01% | 571 |
|
|
2019
Q3 | USD 145 k | Comprar |
21,178
+898
| +4% | +USD 6.14 k | ﹤0.01% | 551 |
|
|
2019
Q2 | USD 143 k | Comprar |
20,280
+2,645
| +15% | +USD 18.7 k | ﹤0.01% | 528 |
|
|
2019
Q1 | USD 124 k | Comprar |
17,635
+2,012
| +13% | +USD 14.4 k | ﹤0.01% | 536 |
|
|
2018
Q4 | USD 102 k | Comprar |
15,623
+1,932
| +14% | +USD 14.4 k | ﹤0.01% | 556 |
|
|
2018
Q3 | USD 110 k | Comprar |
13,691
+3,003
| +28% | +USD 23.7 k | ﹤0.01% | 564 |
|
|
2018
Q2 | USD 83 k | Vender |
10,688
-1,640
| -13% | -USD 13.6 k | ﹤0.01% | 608 |
|
|
2018
Q1 | USD 105 k | Comprar |
12,328
+2,532
| +26% | +USD 22.6 k | ﹤0.01% | 571 |
|
|
2017
Q4 | USD 85 k | Comprar |
9,796
+1,531
| +19% | +USD 12.4 k | ﹤0.01% | 644 |
|
|
2017
Q3 | USD 64 k | Comprar |
8,265
+1,436
| +21% | +USD 10.9 k | ﹤0.01% | 646 |
|
|
2017
Q2 | USD 54 k | Comprar |
6,829
+3,028
| +80% | +USD 22.5 k | ﹤0.01% | 664 |
|
|
2017
Q1 | USD 28 k | Comprar |
3,801
+893
| +31% | +USD 6.94 k | ﹤0.01% | 788 |
|
|
2016
Q4 | USD 22 k | Vender |
2,908
-902
| -24% | -USD 6.55 k | ﹤0.01% | 832 |
|
|
2016
Q3 | USD 26 k | Vender |
3,810
-1,806
| -32% | -USD 11.7 k | ﹤0.01% | 802 |
|
|
2016
Q2 | USD 32 k | Vender |
5,616
-712
| -11% | -USD 4.35 k | ﹤0.01% | 729 |
|
|
2016
Q1 | USD 38 k | Vender |
6,328
-7,249
| -53% | -USD 45.2 k | ﹤0.01% | 626 |
|
|
2015
Q4 | USD 103 k | Comprar |
+13,577
| Nuevas | +USD 107 k | ﹤0.01% | 500 |
|
Otros fondos que tienen SMFG en su cartera
Posición de AssetMark Inc en SMFG: resumen de T3 2026
AssetMark Inc aumentó su participación en Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) en 20% durante T3 2026, al comprar aproximadamente USD 1.68 M y elevar la posición a 382,038 acciones con un valor de USD 9.9 M. La posición representa 0.02% de la cartera y ocupa el puesto #576.
AssetMark Inc reportó por primera vez una posición en SMFG en T4 2015 y la ha mantenido durante 44 trimestres desde entonces. Al cierre de T3 2026, 92 fondos que sigue Wall St. Rank mantienen una posición en SMFG.
- Al cierre de T3 2026, AssetMark Inc tenía 382,038 acciones de Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) con un valor de USD 9.9 M.
- AssetMark Inc compró 64,786 acciones de Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) en T3 2026, por un monto estimado de USD 1.68 M.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) representó 0.02% de la cartera de AssetMark Inc en T3 2026 y fue su posición número 576.
- AssetMark Inc reportó por primera vez una posición en Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) en T4 2015 y la ha mantenido durante 44 trimestres desde entonces.
- Al cierre de T3 2026, 92 fondos que sigue Wall St. Rank tenían Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) en cartera.
Según el Informe 13F de AssetMark Inc correspondiente a T3 2026, presentado el 21 oct 2026.