Principal Street Partners’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	$582K	Hold	29,475	–	–	0.1%	128
2025 Q4	$570K	Hold	29,475	–	–	0.1%	126
2025 Q3	$493K	Sell	29,475 -28,793	-49%	-$461K	0.08%	135
2025 Q2	$880K	Buy	58,268 +29,134	+100%	+$419K	0.09%	135
2025 Q1	$450K	Hold	29,134	–	–	0.08%	134
2024 Q4	$422K	Hold	29,134	–	–	0.08%	135
2024 Q3	$391K	Hold	29,134	–	–	0.06%	160
2024 Q2	$391K	Hold	29,134	–	–	0.07%	154
2024 Q1	$338K	Hold	29,134	–	–	0.06%	168
2023 Q4	$282K	Sell	29,134 -28,764	-50%	-$279K	0.07%	167
2023 Q3	$570K	Buy	57,898 +28,949	+100%	+$268K	0.11%	132
2023 Q2	$249K	Buy	28,949 +1,552	+6%	+$12.8K	0.06%	188
2023 Q1	$219K	Buy	27,397 +367	+1%	+$3.11K	0.06%	203
2022 Q4	$217K	Buy	27,030 +3,938	+17%	+$25.1K	0.05%	212
2022 Q3	$127K	Buy	23,092 +8,080	+54%	+$48.7K	0.03%	195
2022 Q2	$89K	Buy	+15,012	New	+$90.7K	0.02%	202