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

Causeway 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	$25M	Buy	1,267,248 +89,974	+8%	+$1.89M	0.31%	58
2025 Q4	$22.8M	Buy	1,177,274 +376,371	+47%	+$6.52M	0.31%	62
2025 Q3	$13.4M	Buy	800,903 +499,107	+165%	+$8M	0.18%	77
2025 Q2	$4.56M	Buy	+301,796	New	+$4.34M	0.07%	84
2025 Q1	–	Sell	-13,348	Closed	-$193K	–	106
2024 Q4	$193K	Sell	13,348 -2,771	-17%	-$38.1K	﹤0.01%	106
2024 Q3	$204K	Sell	16,119 -2,467	-13%	-$32.6K	0.01%	96
2024 Q2	$249K	Sell	18,586 -1,775	-9%	-$21.5K	0.01%	87
2024 Q1	$240K	Sell	20,361 -967,948	-98%	-$10.4M	0.01%	88
2023 Q4	$9.57M	Sell	988,309 -44,767	-4%	-$434K	0.24%	68
2023 Q3	$10.2M	Sell	1,033,076 -633,250	-38%	-$5.86M	0.27%	66
2023 Q2	$14.3M	Sell	1,666,326 -1,267	-0.1%	-$10.5K	0.38%	54
2023 Q1	$13.3M	Buy	1,667,593 +43,857	+3%	+$371K	0.32%	52
2022 Q4	$13M	Sell	1,623,736 -105,731	-6%	-$673K	0.38%	51
2022 Q3	$9.51M	Sell	1,729,467 -146,589	-8%	-$884K	0.27%	58
2022 Q2	$11.1M	Sell	1,876,056 -102,908	-5%	-$622K	0.28%	55
2022 Q1	$12.4M	Sell	1,978,964 -39,305	-2%	-$280K	0.3%	49
2021 Q4	$13.7M	Sell	2,018,269 -270,396	-12%	-$1.83M	0.3%	55
2021 Q3	$16M	Buy	2,288,665 +8,329	+0.4%	+$58K	0.36%	55
2021 Q2	$15.7M	Buy	2,280,336 +37,204	+2%	+$267K	0.32%	58
2021 Q1	$16.3M	Sell	2,243,132 -103,433	-4%	-$720K	0.32%	55
2020 Q4	$14.5M	Buy	2,346,565 +183,075	+8%	+$1.07M	0.27%	58
2020 Q3	$12.1M	Sell	2,163,490 -80,407	-4%	-$461K	0.23%	59
2020 Q2	$12.6M	Sell	2,243,897 -299,256	-12%	-$1.62M	0.23%	59
2020 Q1	$12.2M	Buy	2,543,153 +589,907	+30%	+$3.8M	0.19%	56
2019 Q4	$14.5M	Sell	1,953,246 -16,053	-0.8%	-$115K	0.16%	60
2019 Q3	$13.5M	Sell	1,969,299 -130,789	-6%	-$893K	0.16%	58
2019 Q2	$14.8M	Buy	2,100,088 +50,233	+2%	+$356K	0.16%	58
2019 Q1	$14.4M	Buy	2,049,855 +240,568	+13%	+$1.72M	0.15%	56
2018 Q4	$11.8M	Sell	1,809,287 -249,310	-12%	-$1.86M	0.14%	56
2018 Q3	$16.5M	Buy	2,058,597 +9,896	+0.5%	+$78.2K	0.17%	52
2018 Q2	$15.9M	Buy	2,048,701 +243,917	+14%	+$2.03M	0.16%	55
2018 Q1	$15.3M	Sell	1,804,784 -451,917	-20%	-$4.04M	0.16%	53
2017 Q4	$19.6M	Buy	2,256,701 +125,877	+6%	+$1.02M	0.21%	50
2017 Q3	$16.4M	Buy	2,130,824 +781,851	+58%	+$5.96M	0.18%	54
2017 Q2	$10.6M	Buy	1,348,973 +160,438	+13%	+$1.19M	0.13%	55
2017 Q1	$8.62M	Sell	1,188,535 -501,276	-30%	-$3.89M	0.12%	55
2016 Q4	$12.6M	Sell	1,689,811 -100,345	-6%	-$729K	0.22%	50
2016 Q3	$12.1M	Sell	1,790,156 -983,989	-35%	-$6.38M	0.22%	54
2016 Q2	$15.9M	Buy	2,774,145 +411,715	+17%	+$2.52M	0.34%	47
2016 Q1	$14.4M	Buy	2,362,430 +256,580	+12%	+$1.6M	0.33%	49
2015 Q4	$16M	Buy	2,105,850 +1,270	+0.1%	+$10K	0.34%	53
2015 Q3	$16.1M	Buy	2,104,580 +242,560	+13%	+$2.04M	0.32%	52
2015 Q2	$16.6M	Sell	1,862,020 -309,840	-14%	-$2.69M	0.41%	48
2015 Q1	$16.8M	Buy	2,171,860 +340,097	+19%	+$2.54M	0.44%	46
2014 Q4	$13.3M	Sell	1,831,763 -24,141	-1%	-$183K	0.39%	44
2014 Q3	$15.2M	Buy	1,855,904 +79,058	+4%	+$648K	0.53%	40
2014 Q2	$14.6M	Buy	1,776,846 +466,042	+36%	+$3.84M	0.6%	41
2014 Q1	$11.3M	Buy	1,310,804 +416,759	+47%	+$3.9M	0.51%	47
2013 Q4	$9.38M	Buy	894,045 +644,346	+258%	+$6.41M	0.53%	45
2013 Q3	$2.43M	Buy	249,699 +83,830	+51%	+$796K	0.2%	52
2013 Q2	$1.53M	Buy	+165,869	New	+$1.48M	0.16%	55