CFO
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Callan Family Office’s Sumitomo Mitsui Financial SMFG Stock Holding History

Callan Family Office’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.66M Buy
242,112
+111,876
+86% +$1.69M 0.12% 192
2025
Q1 		$2.01M Sell
130,236
-5,827
-4% -$90.1K 0.15% 129
2024
Q4 		$1.97M Buy
+136,063
New +$1.97M 0.13% 152