Greenleaf Trust’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 | $2.69M | Sell |
136,337
-33,341
| -20% | -$700K | 0.03% | 164 |
|
|
2025
Q4 | $3.28M | Sell |
169,678
-413
| -0.2% | -$7.16K | 0.03% | 132 |
|
|
2025
Q3 | $2.85M | Sell |
170,091
-1
| -0% | -$16 | 0.03% | 145 |
|
|
2025
Q2 | $2.57M | Sell |
170,092
-356
| -0.2% | -$5.12K | 0.02% | 161 |
|
|
2025
Q1 | $2.64M | Sell |
170,448
-125,083
| -42% | -$1.9M | 0.02% | 163 |
|
|
2024
Q4 | $4.28M | Buy |
295,531
+74
| +0% | +$1.02K | 0.04% | 117 |
|
|
2024
Q3 | $3.73M | Hold |
295,457
| – | – | 0.03% | 122 |
|
|
2024
Q2 | $3.96M | Buy |
295,457
+70
| +0% | +$848 | 0.04% | 114 |
|
|
2024
Q1 | $3.48M | Buy |
295,387
+170
| +0.1% | +$1.82K | 0.03% | 120 |
|
|
2023
Q4 | $2.86M | Buy |
295,217
+395
| +0.1% | +$3.83K | 0.03% | 131 |
|
|
2023
Q3 | $2.9M | Sell |
294,822
-82
| -0% | -$758 | 0.03% | 120 |
|
|
2023
Q2 | $2.54M | Buy |
294,904
+15
| +0% | +$124 | 0.03% | 135 |
|
|
2023
Q1 | $2.36M | Buy |
294,889
+500
| +0.2% | +$4.23K | 0.03% | 147 |
|
|
2022
Q4 | $2.36M | Sell |
294,389
-3,655
| -1% | -$23.3K | 0.03% | 143 |
|
|
2022
Q3 | $1.64M | Sell |
298,044
-3,285
| -1% | -$19.8K | 0.02% | 171 |
|
|
2022
Q2 | $1.78M | Buy |
301,329
+1,130
| +0.4% | +$6.83K | 0.03% | 144 |
|
|
2022
Q1 | $1.88M | Sell |
300,199
-215
| -0.1% | -$1.53K | 0.02% | 147 |
|
|
2021
Q4 | $2.04M | Sell |
300,414
-30,375
| -9% | -$206K | 0.02% | 138 |
|
|
2021
Q3 | $2.32M | Sell |
330,789
-50,981
| -13% | -$355K | 0.03% | 103 |
|
|
2021
Q2 | $2.63M | Sell |
381,770
-8,020
| -2% | -$57.5K | 0.03% | 103 |
|
|
2021
Q1 | $2.83M | Sell |
389,790
-6,481
| -2% | -$45.1K | 0.04% | 94 |
|
|
2020
Q4 | $2.44M | Buy |
396,271
+49,260
| +14% | +$289K | 0.03% | 97 |
|
|
2020
Q3 | $1.94M | Buy |
347,011
+54,520
| +19% | +$312K | 0.03% | 103 |
|
|
2020
Q2 | $1.64M | Buy |
292,491
+261,710
| +850% | +$1.41M | 0.03% | 110 |
|
|
2020
Q1 | $147K | Sell |
30,781
-31,549
| -51% | -$203K | ﹤0.01% | 445 |
|
|
2019
Q4 | $462K | Sell |
62,330
-127,052
| -67% | -$914K | 0.01% | 307 |
|
|
2019
Q3 | $1.29M | Sell |
189,382
-87,720
| -32% | -$599K | 0.02% | 134 |
|
|
2019
Q2 | $1.96M | Buy |
277,102
+194,627
| +236% | +$1.38M | 0.03% | 99 |
|
|
2019
Q1 | $580K | Sell |
82,475
-115,493
| -58% | -$826K | 0.01% | 233 |
|
|
2018
Q4 | $1.29M | Buy |
197,968
+21,046
| +12% | +$157K | 0.03% | 123 |
|
|
2018
Q3 | $1.42M | Buy |
176,922
+47,667
| +37% | +$377K | 0.03% | 127 |
|
|
2018
Q2 | $1M | Buy |
129,255
+21,855
| +20% | +$182K | 0.02% | 157 |
|
|
2018
Q1 | $913K | Buy |
107,400
+3,170
| +3% | +$28.3K | 0.02% | 162 |
|
|
2017
Q4 | $906K | Buy |
104,230
+22,305
| +27% | +$181K | 0.02% | 165 |
|
|
2017
Q3 | $632K | Sell |
81,925
-12,865
| -14% | -$98.1K | 0.01% | 190 |
|
|
2017
Q2 | $745K | Buy |
94,790
+30,760
| +48% | +$229K | 0.02% | 156 |
|
|
2017
Q1 | $464K | Buy |
64,030
+42,750
| +201% | +$332K | 0.01% | 166 |
|
|
2016
Q4 | $163K | Buy |
+21,280
| New | +$155K | ﹤0.01% | 230 |
|
Other funds holding SMFG
CCMG
Greenleaf Trust's SMFG Position: Q1 2026 in Review
Greenleaf Trust reduced its Sumitomo Mitsui Financial (SMFG) stake by 20% in Q1 2026, selling an estimated $700K and leaving 136,337 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #164.
Greenleaf Trust first reported a position in SMFG in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.28M in Q4 2024. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.
- Greenleaf Trust held 136,337 shares of Sumitomo Mitsui Financial worth $2.69M as of Q1 2026.
- Greenleaf Trust sold 33,341 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $700K.
- Sumitomo Mitsui Financial made up 0.03% of Greenleaf Trust's portfolio in Q1 2026, its #164 holding.
- Greenleaf Trust first reported a position in Sumitomo Mitsui Financial in Q4 2016 and has held it in 38 quarters since.
- Greenleaf Trust's Sumitomo Mitsui Financial position peaked at $4.28M in Q4 2024.
- 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.