Mercer Global 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 | $3.5M | Sell |
176,990
-7,266
| -4% | -$153K | 0.01% | 928 |
|
|
2025
Q4 | $3.56M | Sell |
184,256
-690
| -0.4% | -$12K | 0.01% | 843 |
|
|
2025
Q3 | $3.1M | Sell |
184,946
-27,896
| -13% | -$447K | 0.01% | 855 |
|
|
2025
Q2 | $3.22M | Sell |
212,842
-33,749
| -14% | -$485K | 0.01% | 711 |
|
|
2025
Q1 | $3.81M | Buy |
246,591
+61,173
| +33% | +$931K | 0.01% | 622 |
|
|
2024
Q4 | $2.69M | Sell |
185,418
-10,340
| -5% | -$142K | 0.01% | 738 |
|
|
2024
Q3 | $2.49M | Sell |
195,758
-6,175
| -3% | -$81.6K | 0.01% | 712 |
|
|
2024
Q2 | $2.71M | Buy |
201,933
+26,110
| +15% | +$316K | 0.01% | 628 |
|
|
2024
Q1 | $2.07M | Buy |
175,823
+59,576
| +51% | +$639K | 0.01% | 717 |
|
|
2023
Q4 | $1.13M | Sell |
116,247
-25,276
| -18% | -$245K | ﹤0.01% | 927 |
|
|
2023
Q3 | $1.39M | Buy |
141,523
+5,804
| +4% | +$53.7K | 0.01% | 819 |
|
|
2023
Q2 | $1.17M | Sell |
135,719
-1,887
| -1% | -$15.6K | ﹤0.01% | 894 |
|
|
2023
Q1 | $1.1M | Sell |
137,606
-24,669
| -15% | -$209K | 0.01% | 877 |
|
|
2022
Q4 | $1.3M | Buy |
162,275
+1,322
| +0.8% | +$8.42K | 0.01% | 812 |
|
|
2022
Q3 | $885K | Sell |
160,953
-24,113
| -13% | -$145K | 0.01% | 892 |
|
|
2022
Q2 | $1.09M | Buy |
185,066
+17,555
| +10% | +$106K | 0.01% | 810 |
|
|
2022
Q1 | $1.05M | Buy |
167,511
+21,086
| +14% | +$150K | 0.01% | 876 |
|
|
2021
Q4 | $994K | Buy |
146,425
+10,860
| +8% | +$73.6K | 0.01% | 887 |
|
|
2021
Q3 | $950K | Buy |
135,565
+15,136
| +13% | +$105K | 0.01% | 881 |
|
|
2021
Q2 | $830K | Buy |
120,429
+15,499
| +15% | +$111K | 0.01% | 917 |
|
|
2021
Q1 | $761K | Buy |
104,930
+1,977
| +2% | +$13.8K | 0.01% | 901 |
|
|
2020
Q4 | $635K | Sell |
102,953
-401,533
| -80% | -$2.36M | 0.01% | 777 |
|
|
2020
Q3 | $2.82M | Buy |
504,486
+42,802
| +9% | +$245K | 0.04% | 301 |
|
|
2020
Q2 | $2.6M | Buy |
461,684
+118,585
| +35% | +$641K | 0.05% | 278 |
|
|
2020
Q1 | $1.64M | Buy |
343,099
+52,046
| +18% | +$335K | 0.04% | 350 |
|
|
2019
Q4 | $2.16M | Buy |
291,053
+31,628
| +12% | +$228K | 0.04% | 321 |
|
|
2019
Q3 | $1.77M | Buy |
259,425
+31,419
| +14% | +$215K | 0.04% | 327 |
|
|
2019
Q2 | $1.61M | Buy |
228,006
+29,699
| +15% | +$210K | 0.04% | 336 |
|
|
2019
Q1 | $1.39M | Buy |
+198,307
| New | +$1.42M | 0.05% | 319 |
|
Other funds holding SMFG
CCMG
