BTC Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

BTC Capital Management’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.42M	Buy	122,559 +2,374	+2%	+$49.9K	0.16%	107
2025 Q4	$2.32M	Sell	120,185 -64,732	-35%	-$1.12M	0.16%	108
2025 Q3	$3.09M	Buy	184,917 +18,907	+11%	+$303K	0.21%	94
2025 Q2	$2.51M	Buy	166,010 +7,000	+4%	+$101K	0.2%	92
2025 Q1	$2.46M	Buy	159,010 +6,364	+4%	+$96.8K	0.22%	89
2024 Q4	$2.2M	Sell	152,646 -15,130	-9%	-$208K	0.2%	91
2024 Q3	$2.12M	Buy	167,776 +9,076	+6%	+$120K	0.19%	96
2024 Q2	$2.13M	Sell	158,700 -25,185	-14%	-$305K	0.2%	94
2024 Q1	$2.16M	Buy	+183,885	New	+$1.97M	0.2%	101
2023 Q3	$1.94M	Buy	197,385 +2,677	+1%	+$24.8K	0.22%	104
2023 Q2	$1.68M	Buy	194,708 +603	+0.3%	+$4.98K	0.18%	109
2023 Q1	$1.53M	Sell	194,105 -17,054	-8%	-$144K	0.18%	108
2022 Q4	$1.69M	Sell	211,159 -27,613	-12%	-$176K	0.2%	107
2022 Q3	$1.31M	Buy	238,772 +31,721	+15%	+$191K	0.17%	112
2022 Q2	$1.22M	Sell	207,051 -220,507	-52%	-$1.33M	0.15%	116
2022 Q1	$2.68M	Buy	427,558 +256,219	+150%	+$1.83M	0.26%	97
2021 Q4	$1.16M	Buy	171,339 +2,326	+1%	+$15.8K	0.11%	129
2021 Q3	$1.19M	Buy	169,013 +2,114	+1%	+$14.7K	0.13%	119
2021 Q2	$1.15M	Buy	166,899 +3,056	+2%	+$21.9K	0.13%	114
2021 Q1	$1.19M	Buy	163,843 +2,667	+2%	+$18.6K	0.13%	115
2020 Q4	$995K	Buy	161,176 +27,193	+20%	+$160K	0.12%	122
2020 Q3	$751K	Buy	133,983 +23,790	+22%	+$136K	0.1%	126
2020 Q2	$622K	Buy	110,193 +32,092	+41%	+$173K	0.1%	120
2020 Q1	$377K	Sell	78,101 -466	-0.6%	-$3K	0.07%	132
2019 Q4	$581K	Buy	78,567 +2,873	+4%	+$20.7K	0.08%	135
2019 Q3	$518K	Sell	75,694 -1,229	-2%	-$8.4K	0.08%	133
2019 Q2	$543K	Sell	76,923 -195	-0.3%	-$1.38K	0.09%	135
2019 Q1	$540K	Buy	77,118 +1,724	+2%	+$12.3K	0.09%	134
2018 Q4	$492K	Buy	75,394 +21,442	+40%	+$160K	0.09%	136
2018 Q3	$433K	Sell	53,952 -11,522	-18%	-$91.1K	0.07%	139
2018 Q2	$509K	Sell	65,474 -1,999	-3%	-$16.6K	0.12%	107
2018 Q1	$574K	Buy	67,473 +580	+0.9%	+$5.18K	0.09%	143
2017 Q4	$583K	Buy	66,893 +12,261	+22%	+$99.4K	0.1%	126
2017 Q3	$420K	Sell	54,632 -1,330	-2%	-$10.1K	0.08%	134
2017 Q2	$439K	Buy	55,962 +627	+1%	+$4.66K	0.08%	133
2017 Q1	$403K	Buy	55,335 +1,909	+4%	+$14.8K	0.08%	134
2016 Q4	$408K	Sell	53,426 -2,886	-5%	-$21K	0.08%	133
2016 Q3	$380K	Sell	56,312 -18,526	-25%	-$120K	0.08%	128
2016 Q2	$427K	Buy	74,838 +8,442	+13%	+$51.6K	0.09%	114
2016 Q1	$400K	Buy	66,396 +11,651	+21%	+$72.7K	0.09%	119
2015 Q4	$416K	Buy	54,745 +5,388	+11%	+$42.4K	0.1%	126
2015 Q3	$378K	Buy	49,357 +23,438	+90%	+$197K	0.09%	132
2015 Q2	$230K	Buy	+25,919	New	+$225K	0.05%	136