CBA
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Coastal Bridge Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Coastal Bridge Advisors’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 		$224K Buy
14,800
+500
+3% +$7.56K 0.02% 398
2025
Q1 		$221K Buy
+14,300
New +$221K 0.05% 230