Massachusetts Financial Services’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 | $16.9M | Buy |
854,599
+118,132
| +16% | +$2.48M | 0.01% | 670 |
|
|
2025
Q4 | $14.2M | Buy |
736,467
+93,024
| +14% | +$1.61M | ﹤0.01% | 687 |
|
|
2025
Q3 | $10.8M | Buy |
643,443
+264,258
| +70% | +$4.23M | ﹤0.01% | 685 |
|
|
2025
Q2 | $5.73M | Buy |
379,185
+96,822
| +34% | +$1.39M | ﹤0.01% | 706 |
|
|
2025
Q1 | $4.37M | Buy |
282,363
+143,683
| +104% | +$2.19M | ﹤0.01% | 705 |
|
|
2024
Q4 | $2.01M | Buy |
+138,680
| New | +$1.9M | ﹤0.01% | 762 |
|
|
2023
Q4 | – | Sell |
-124,345
| Closed | -$1.22M | – | 870 |
|
|
2023
Q3 | $1.22M | Buy |
124,345
+16,141
| +15% | +$149K | ﹤0.01% | 753 |
|
|
2023
Q2 | $931K | Buy |
+108,204
| New | +$894K | ﹤0.01% | 755 |
|
|
2018
Q1 | – | Sell |
-530,538
| Closed | -$4.61M | – | 877 |
|
|
2017
Q4 | $4.61M | Buy |
530,538
+13,244
| +3% | +$107K | ﹤0.01% | 668 |
|
|
2017
Q3 | $3.99M | Sell |
517,294
-12,517
| -2% | -$95.4K | ﹤0.01% | 671 |
|
|
2017
Q2 | $4.17M | Sell |
529,811
-229,528
| -30% | -$1.71M | ﹤0.01% | 687 |
|
|
2017
Q1 | $5.5M | Sell |
759,339
-63,002
| -8% | -$489K | ﹤0.01% | 643 |
|
|
2016
Q4 | $6.28M | Buy |
822,341
+41,087
| +5% | +$298K | ﹤0.01% | 642 |
|
|
2016
Q3 | $5.27M | Sell |
781,254
-13,305
| -2% | -$86.3K | ﹤0.01% | 643 |
|
|
2016
Q2 | $4.54M | Buy |
794,559
+203,664
| +34% | +$1.24M | ﹤0.01% | 651 |
|
|
2016
Q1 | $3.55M | Sell |
590,895
-28,152
| -5% | -$176K | ﹤0.01% | 671 |
|
|
2015
Q4 | $4.7M | Sell |
619,047
-36,091
| -6% | -$284K | ﹤0.01% | 659 |
|
|
2015
Q3 | $5M | Buy |
655,138
+3,163
| +0.5% | +$26.6K | ﹤0.01% | 668 |
|
|
2015
Q2 | $5.8M | Buy |
651,975
+16,173
| +3% | +$140K | ﹤0.01% | 657 |
|
|
2015
Q1 | $4.92M | Sell |
635,802
-16
| -0% | -$120 | ﹤0.01% | 674 |
|
|
2014
Q4 | $4.63M | Sell |
635,818
-183,293
| -22% | -$1.39M | ﹤0.01% | 682 |
|
|
2014
Q3 | $6.72M | Buy |
819,111
+107,466
| +15% | +$881K | ﹤0.01% | 644 |
|
|
2014
Q2 | $6.03M | Sell |
711,645
-131,761
| -16% | -$1.09M | ﹤0.01% | 647 |
|
|
2014
Q1 | $7.3M | Sell |
843,406
-32,024
| -4% | -$300K | ﹤0.01% | 602 |
|
|
2013
Q4 | $9.18M | Buy |
875,430
+2,599
| +0.3% | +$25.9K | 0.01% | 568 |
|
|
2013
Q3 | $8.49M | Sell |
872,831
-74,664
| -8% | -$709K | 0.01% | 567 |
|
|
2013
Q2 | $8.74M | Buy |
+947,495
| New | +$8.46M | 0.01% | 546 |
|
Other funds holding SMFG
CCMG
