de Creative Planning 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
Q2 | USD 20.8 M | Comprar |
883,657
+119,073
| +16% | +USD 2.64 M | 0.01% | 496 |
|
|
2026
Q1 | USD 15.1 M | Comprar |
764,584
+101,762
| +15% | +USD 2.14 M | 0.01% | 532 |
|
|
2025
Q4 | USD 12.8 M | Comprar |
662,822
+101,604
| +18% | +USD 1.76 M | 0.01% | 526 |
|
|
2025
Q3 | USD 9.39 M | Comprar |
561,218
+65,453
| +13% | +USD 1.05 M | 0.01% | 593 |
|
|
2025
Q2 | USD 7.49 M | Vender |
495,765
-75,782
| -13% | -USD 1.09 M | 0.01% | 612 |
|
|
2025
Q1 | USD 8.84 M | Comprar |
571,547
+94,319
| +20% | +USD 1.43 M | 0.01% | 527 |
|
|
2024
Q4 | USD 6.92 M | Comprar |
477,228
+100,738
| +27% | +USD 1.38 M | 0.01% | 561 |
|
|
2024
Q3 | USD 4.76 M | Comprar |
376,490
+18,575
| +5% | +USD 245 k | ﹤0.01% | 655 |
|
|
2024
Q2 | USD 4.8 M | Comprar |
357,915
+49,563
| +16% | +USD 600 k | 0.01% | 627 |
|
|
2024
Q1 | USD 3.63 M | Comprar |
308,352
+63,361
| +26% | +USD 680 k | ﹤0.01% | 720 |
|
|
2023
Q4 | USD 2.37 M | Comprar |
244,991
+18,171
| +8% | +USD 176 k | ﹤0.01% | 851 |
|
|
2023
Q3 | USD 2.23 M | Comprar |
226,820
+30,733
| +16% | +USD 284 k | ﹤0.01% | 812 |
|
|
2023
Q2 | USD 1.69 M | Comprar |
196,087
+37,916
| +24% | +USD 313 k | ﹤0.01% | 896 |
|
|
2023
Q1 | USD 1.27 M | Comprar |
158,171
+31,136
| +25% | +USD 264 k | ﹤0.01% | 961 |
|
|
2022
Q4 | USD 1.02 M | Comprar |
127,035
+2,591
| +2% | +USD 16.5 k | ﹤0.01% | 1024 |
|
|
2022
Q3 | USD 684 k | Comprar |
124,444
+42,815
| +52% | +USD 258 k | ﹤0.01% | 1148 |
|
|
2022
Q2 | USD 482 k | Comprar |
81,629
+30,860
| +61% | +USD 186 k | ﹤0.01% | 1340 |
|
|
2022
Q1 | USD 318 k | Comprar |
50,769
+2,942
| +6% | +USD 21 k | ﹤0.01% | 1600 |
|
|
2021
Q4 | USD 325 k | Comprar |
47,827
+993
| +2% | +USD 6.73 k | ﹤0.01% | 1566 |
|
|
2021
Q3 | USD 328 k | Comprar |
46,834
+21,187
| +83% | +USD 147 k | ﹤0.01% | 1539 |
|
|
2021
Q2 | USD 177 k | Vender |
25,647
-18,056
| -41% | -USD 129 k | ﹤0.01% | 1813 |
|
|
2021
Q1 | USD 317 k | Comprar |
43,703
+3,540
| +9% | +USD 24.7 k | ﹤0.01% | 1769 |
|
|
2020
Q4 | USD 248 k | Vender |
40,163
-3,286
| -8% | -USD 19.3 k | ﹤0.01% | 1746 |
|
|
2020
Q3 | USD 243 k | Comprar |
43,449
+25,033
| +136% | +USD 143 k | ﹤0.01% | 1567 |
|
|
2020
Q2 | USD 103 k | Comprar |
+18,416
| Nuevas | +USD 99.5 k | ﹤0.01% | 1658 |
|
|
2019
Q2 | – | Vender |
-16,021
| Cerradas | -USD 113 k | – | 2114 |
|
|
2019
Q1 | USD 113 k | Vender |
16,021
-599
| -4% | -USD 4.28 k | ﹤0.01% | 1686 |
|
|
2018
Q4 | USD 108 k | Comprar |
16,620
+6,288
| +61% | +USD 46.9 k | ﹤0.01% | 1620 |
|
|
2018
Q3 | USD 83 k | Comprar |
+10,332
| Nuevas | +USD 81.7 k | ﹤0.01% | 1819 |
|
|
2017
Q4 | – | Vender |
-89,856
| Cerradas | -USD 693 k | – | 1998 |
|
|
2017
Q3 | USD 693 k | Comprar |
89,856
+78,962
| +725% | +USD 602 k | ﹤0.01% | 886 |
|
|
2017
Q2 | USD 86 k | Comprar |
10,894
+2,249
| +26% | +USD 16.7 k | ﹤0.01% | 2096 |
|
|
2017
Q1 | USD 63 k | Vender |
8,645
-554
| -6% | -USD 4.3 k | ﹤0.01% | 2304 |
|
|
2016
Q4 | USD 70 k | Comprar |
9,199
+7,126
| +344% | +USD 51.8 k | ﹤0.01% | 2120 |
|
|
2016
Q3 | USD 14 k | Comprar |
+2,073
| Nuevas | +USD 13.4 k | ﹤0.01% | 3282 |
|
|
2015
Q4 | – | Vender |
-341
| Cerradas | -USD 3 k | – | 4560 |
|
|
2015
Q3 | USD 3 k | Vender |
341
-234,208
| -100% | -USD 1.97 M | ﹤0.01% | 3846 |
|
|
2015
Q2 | USD 2.08 M | Comprar |
234,549
+159,778
| +214% | +USD 1.39 M | 0.02% | 288 |
|
|
2015
Q1 | USD 579 k | Comprar |
74,771
+72,169
| +2,774% | +USD 540 k | 0.01% | 678 |
|
|
2014
Q4 | USD 19 k | Vender |
2,602
-28,266
| -92% | -USD 214 k | ﹤0.01% | 2702 |
|
|
2014
Q3 | USD 253 k | Vender |
30,868
-56,449
| -65% | -USD 463 k | ﹤0.01% | 950 |
|
|
2014
Q2 | USD 740 k | Comprar |
87,317
+47,317
| +118% | +USD 390 k | 0.01% | 494 |
|
|
2014
Q1 | USD 346 k | Comprar |
+40,000
| Nuevas | +USD 374 k | 0.01% | 767 |
|
Otros fondos que tienen SMFG en su cartera
Posición de Creative Planning en SMFG: resumen de T2 2026
Creative Planning aumentó su participación en Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) en 16% durante T2 2026, al comprar aproximadamente USD 2.64 M y elevar la posición a 883,657 acciones con un valor de USD 20.8 M. La posición representa 0.01% de la cartera y ocupa el puesto #496.
Creative Planning reportó por primera vez una posición en SMFG en T1 2014 y la ha mantenido durante 40 trimestres desde entonces. Al cierre de T2 2026, 463 fondos que sigue Wall St. Rank mantienen una posición en SMFG.
- Al cierre de T2 2026, Creative Planning tenía 883,657 acciones de Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) con un valor de USD 20.8 M.
- Creative Planning compró 119,073 acciones de Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) en T2 2026, por un monto estimado de USD 2.64 M.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 496.
- Creative Planning reportó por primera vez una posición en Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) en T1 2014 y la ha mantenido durante 40 trimestres desde entonces.
- Al cierre de T2 2026, 463 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 Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.