Neuberger Berman Group’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 | $2.81M | Buy |
142,377
+33,497
| +31% | +$704K | ﹤0.01% | 1088 |
|
|
2025
Q4 | $2.1M | Buy |
108,880
+20,951
| +24% | +$363K | ﹤0.01% | 1164 |
|
|
2025
Q3 | $1.47M | Buy |
87,929
+13,967
| +19% | +$224K | ﹤0.01% | 1244 |
|
|
2025
Q2 | $1.12M | Buy |
73,962
+4,619
| +7% | +$66.4K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $1.07M | Buy |
69,343
+17,010
| +33% | +$259K | ﹤0.01% | 1295 |
|
|
2024
Q4 | $758K | Buy |
52,333
+10,479
| +25% | +$144K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $529K | Buy |
41,854
+4,917
| +13% | +$64.9K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $495K | Buy |
36,937
+4,018
| +12% | +$48.7K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $387K | Buy |
32,919
+21,174
| +180% | +$227K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $114K | Buy |
+11,745
| New | +$114K | ﹤0.01% | 1790 |
|
|
2023
Q3 | – | Sell |
-12,423
| Closed | -$107K | – | 1870 |
|
|
2023
Q2 | $107K | Buy |
12,423
+1,847
| +17% | +$15.3K | ﹤0.01% | 1739 |
|
|
2023
Q1 | $84.6K | Buy |
+10,576
| New | +$89.5K | ﹤0.01% | 1756 |
|
|
2022
Q4 | – | Sell |
-10,002
| Closed | -$55K | – | 1867 |
|
|
2022
Q3 | $55K | Buy |
+10,002
| New | +$60.3K | ﹤0.01% | 1790 |
|
|
2019
Q3 | – | Sell |
-72,742
| Closed | -$513K | – | 1593 |
|
|
2019
Q2 | $513K | Buy |
72,742
+6,055
| +9% | +$42.9K | ﹤0.01% | 1288 |
|
|
2019
Q1 | $469K | Buy |
66,687
+18,330
| +38% | +$131K | ﹤0.01% | 1272 |
|
|
2018
Q4 | $315K | Buy |
48,357
+24,206
| +100% | +$181K | ﹤0.01% | 1351 |
|
|
2018
Q3 | $194K | Buy |
24,151
+3,059
| +15% | +$24.2K | ﹤0.01% | 1579 |
|
|
2018
Q2 | $164K | Buy |
21,092
+4,656
| +28% | +$38.7K | ﹤0.01% | 1664 |
|
|
2018
Q1 | $140K | Sell |
16,436
-34
| -0.2% | -$304 | ﹤0.01% | 1638 |
|
|
2017
Q4 | $143K | Buy |
16,470
+1,965
| +14% | +$15.9K | ﹤0.01% | 1712 |
|
|
2017
Q3 | $112K | Sell |
14,505
-815
| -5% | -$6.21K | ﹤0.01% | 1573 |
|
|
2017
Q2 | $120K | Buy |
+15,320
| New | +$114K | ﹤0.01% | 1562 |
|
|
2015
Q2 | – | Sell |
-22,602
| Closed | -$175K | – | 1608 |
|
|
2015
Q1 | $175K | Buy |
22,602
+392
| +2% | +$2.93K | ﹤0.01% | 1546 |
|
|
2014
Q4 | $161K | Sell |
22,210
-961,383
| -98% | -$7.3M | ﹤0.01% | 1582 |
|
|
2014
Q3 | $8.06M | Sell |
983,593
-2,290,176
| -70% | -$18.8M | 0.01% | 874 |
|
|
2014
Q2 | $27.7M | Buy |
3,273,769
+262,284
| +9% | +$2.16M | 0.03% | 573 |
|
|
2014
Q1 | $26M | Buy |
3,011,485
+246,064
| +9% | +$2.3M | 0.03% | 576 |
|
|
2013
Q4 | $29M | Buy |
2,765,421
+1,470,576
| +114% | +$14.6M | 0.03% | 534 |
|
|
2013
Q3 | $12.6M | Buy |
1,294,845
+39,233
| +3% | +$372K | 0.01% | 737 |
|
|
2013
Q2 | $11.6M | Buy |
+1,255,612
| New | +$11.2M | 0.01% | 729 |
|
Other funds holding SMFG
CCMG
