Guggenheim Capital’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,090
| Closed | -$277K | – | 1694 |
|
|
2024
Q4 | $277K | Buy |
19,090
+3,746
| +24% | +$51.5K | ﹤0.01% | 1478 |
|
|
2024
Q3 | $194K | Sell |
15,344
-25,014
| -62% | -$330K | ﹤0.01% | 1781 |
|
|
2024
Q2 | $541K | Sell |
40,358
-9,724
| -19% | -$118K | ﹤0.01% | 1395 |
|
|
2024
Q1 | $589K | Sell |
50,082
-13,549
| -21% | -$145K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $616K | Sell |
63,631
-1,287
| -2% | -$12.5K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $639K | Sell |
64,918
-28,740
| -31% | -$266K | 0.01% | 1310 |
|
|
2023
Q2 | $805K | Buy |
93,658
+8,044
| +9% | +$66.5K | 0.01% | 1271 |
|
|
2023
Q1 | $685K | Sell |
85,614
-1,763
| -2% | -$14.9K | 0.01% | 1354 |
|
|
2022
Q4 | $701K | Sell |
87,377
-29,437
| -25% | -$187K | 0.01% | 1338 |
|
|
2022
Q3 | $642K | Sell |
116,814
-46,156
| -28% | -$278K | 0.01% | 1369 |
|
|
2022
Q2 | $962K | Sell |
162,970
-67,332
| -29% | -$407K | 0.01% | 1244 |
|
|
2022
Q1 | $1.44M | Sell |
230,302
-10,851
| -4% | -$77.3K | 0.01% | 1188 |
|
|
2021
Q4 | $1.64M | Buy |
241,153
+4,076
| +2% | +$27.6K | 0.01% | 1157 |
|
|
2021
Q3 | $1.66M | Buy |
237,077
+56,217
| +31% | +$391K | 0.01% | 1147 |
|
|
2021
Q2 | $1.25M | Buy |
180,860
+51,317
| +40% | +$368K | 0.01% | 1359 |
|
|
2021
Q1 | $939K | Buy |
129,543
+86,364
| +200% | +$602K | 0.01% | 1435 |
|
|
2020
Q4 | $266K | Buy |
43,179
+22,006
| +104% | +$129K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $118K | Buy |
+21,173
| New | +$121K | ﹤0.01% | 1855 |
|
|
2020
Q1 | – | Sell |
-21,066
| Closed | -$156K | – | 1993 |
|
|
2019
Q4 | $156K | Sell |
21,066
-6,578
| -24% | -$47.3K | ﹤0.01% | 2019 |
|
|
2019
Q3 | $189K | Sell |
27,644
-766
| -3% | -$5.23K | ﹤0.01% | 2012 |
|
|
2019
Q2 | $201K | Sell |
28,410
-742
| -3% | -$5.25K | ﹤0.01% | 2030 |
|
|
2019
Q1 | $205K | Sell |
29,152
-837
| -3% | -$5.99K | ﹤0.01% | 2066 |
|
|
2018
Q4 | $195K | Buy |
+29,989
| New | +$224K | ﹤0.01% | 2066 |
|
|
2017
Q2 | – | Sell |
-232,143
| Closed | -$1.68M | – | 2864 |
|
|
2017
Q1 | $1.68M | Buy |
+232,143
| New | +$1.8M | ﹤0.01% | 1786 |
|
|
2016
Q4 | – | Sell |
-38,904
| Closed | -$263K | – | 2967 |
|
|
2016
Q3 | $263K | Sell |
38,904
-19,699
| -34% | -$128K | ﹤0.01% | 2595 |
|
|
2016
Q2 | $335K | Sell |
58,603
-332,771
| -85% | -$2.03M | ﹤0.01% | 2511 |
|
|
2016
Q1 | $2.35M | Buy |
391,374
+349,820
| +842% | +$2.18M | 0.01% | 1464 |
|
|
2015
Q4 | $315K | Buy |
41,554
+21,700
| +109% | +$171K | ﹤0.01% | 2639 |
|
|
2015
Q3 | $151K | Sell |
19,854
-63,720
| -76% | -$535K | ﹤0.01% | 2772 |
|
|
2015
Q2 | $743K | Buy |
83,574
+22,670
| +37% | +$197K | ﹤0.01% | 2377 |
|
|
2015
Q1 | $471K | Buy |
60,904
+13,204
| +28% | +$98.7K | ﹤0.01% | 2553 |
|
|
2014
Q4 | $347K | Sell |
47,700
-13,673
| -22% | -$104K | ﹤0.01% | 2638 |
|
|
2014
Q3 | $503K | Sell |
61,373
-14,341
| -19% | -$118K | ﹤0.01% | 2558 |
|
|
2014
Q2 | $642K | Sell |
75,714
-2,887
| -4% | -$23.8K | ﹤0.01% | 2492 |
|
|
2014
Q1 | $680K | Sell |
78,601
-31,246
| -28% | -$292K | ﹤0.01% | 2455 |
|
|
2013
Q4 | $1.15M | Buy |
109,847
+3,409
| +3% | +$33.9K | ﹤0.01% | 2161 |
|
|
2013
Q3 | $1.04M | Buy |
106,438
+79,199
| +291% | +$752K | ﹤0.01% | 2072 |
|
|
2013
Q2 | $252K | Buy |
+27,239
| New | +$243K | ﹤0.01% | 2674 |
|
Other funds holding SMFG
CCMG
Guggenheim Capital's SMFG Position: Q1 2025 in Review
Guggenheim Capital sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2025, closing a stake of 19,090 shares — an estimated $277K sold.
Guggenheim Capital first reported a position in SMFG in Q2 2013 and held it in 38 quarters. The position peaked at $2.35M in Q1 2016. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.
- Guggenheim Capital reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2025 after selling out during the quarter.
- Guggenheim Capital sold 19,090 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2025, an estimated $277K.
- Guggenheim Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and held it in 38 quarters.
- Guggenheim Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.35M in Q1 2016.
- 359 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2025.
Based on Guggenheim Capital's 13F filing for Q1 2025, filed 14 May 2025.