EP Wealth Advisors’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	$374K	Buy	18,947 +6,258	+49%	+$131K	﹤0.01%	1044
2025 Q4	$245K	Buy	+12,689	New	+$220K	﹤0.01%	1256
2025 Q2	$182K	Buy	+12,025	New	+$173K	﹤0.01%	1280
2022 Q3	–	Sell	-26,387	Closed	-$156K	–	591
2022 Q2	$156K	Buy	26,387 +7,276	+38%	+$44K	﹤0.01%	604
2022 Q1	$120K	Buy	19,111 +2,713	+17%	+$19.3K	﹤0.01%	615
2021 Q4	$111K	Sell	16,398 -116	-0.7%	-$786	﹤0.01%	535
2021 Q3	$116K	Buy	16,514 +2,793	+20%	+$19.4K	﹤0.01%	520
2021 Q2	$95K	Buy	13,721 +2,722	+25%	+$19.5K	﹤0.01%	529
2021 Q1	$80K	Buy	+10,999	New	+$76.6K	﹤0.01%	485
2020 Q3	–	Sell	-10,038	Closed	-$56K	–	384
2020 Q2	$56K	Buy	+10,038	New	+$54.2K	﹤0.01%	366