BIMC
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Benson Investment Management Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Benson Investment Management Company’s Portfolio SMFG Stock Details SMFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-355,750
Closed -$5.5M – 60
2025
Q1 		$5.5M Sell
355,750
-54,525
-13% -$843K 2.39% 14
2024
Q4 		$5.94M Buy
410,275
+20
+0% +$290 2.47% 12
2024
Q3 		$5.18M Buy
+410,255
New +$5.18M 2.05% 31