Brown Brothers Harriman & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Buy	5,750 +3,149	+121%	+$66.2K	﹤0.01%	911
2025 Q4	$50.3K	Buy	2,601 +2,273	+693%	+$39.4K	﹤0.01%	1036
2025 Q3	$5.49K	Buy	328 +89	+37%	+$1.43K	﹤0.01%	1393
2025 Q2	$3.61K	Buy	+239	New	+$3.44K	﹤0.01%	1316
2022 Q4	–	Sell	-2,666	Closed	-$15K	–	1479
2022 Q3	$15K	Buy	2,666 +860	+48%	+$5.19K	﹤0.01%	1062
2022 Q2	$11K	Buy	1,806 +1,421	+369%	+$8.58K	﹤0.01%	997
2022 Q1	$2K	Hold	385	–	–	﹤0.01%	1199
2021 Q4	$3	Hold	385	–	–	﹤0.01%	1049
2021 Q3	$3	Hold	385	–	–	﹤0.01%	1047
2021 Q2	$3	Buy	+385	New	+$2.76K	﹤0.01%	1041
2021 Q1	–	Sell	-968	Closed	-$6K	–	1227
2020 Q4	$6K	Buy	+968	New	+$5.68K	﹤0.01%	918
2020 Q2	–	Sell	-132	Closed	-$1K	–	1171
2020 Q1	$1K	Sell	132 -3,961	-97%	-$25.5K	﹤0.01%	1041
2019 Q4	$30K	Sell	4,093 -439	-10%	-$3.16K	﹤0.01%	744
2019 Q3	$31K	Buy	4,532 +2,569	+131%	+$17.6K	﹤0.01%	736
2019 Q2	$14K	Sell	1,963 -294	-13%	-$2.08K	﹤0.01%	794
2019 Q1	$16K	Buy	2,257 +1,322	+141%	+$9.45K	﹤0.01%	769
2018 Q4	$6K	Buy	+935	New	+$6.98K	﹤0.01%	769
2015 Q1	–	Sell	-437	Closed	-$3K	–	836
2014 Q4	$3K	Buy	+437	New	+$3.32K	﹤0.01%	805