Pzena Investment Management’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	$643K	Buy	32,548 +4,075	+14%	+$85.6K	﹤0.01%	143
2025 Q4	$550K	Buy	28,473 +3,786	+15%	+$65.6K	﹤0.01%	144
2025 Q3	$413K	Buy	24,687 +635	+3%	+$10.2K	﹤0.01%	139
2025 Q2	$363K	Buy	24,052 +1,918	+9%	+$27.6K	﹤0.01%	137
2025 Q1	$342K	Buy	22,134 +2,515	+13%	+$38.3K	﹤0.01%	137
2024 Q4	$284K	Buy	19,619 +1,004	+5%	+$13.8K	﹤0.01%	146
2024 Q3	$235K	Sell	18,615 -3,441	-16%	-$45.4K	﹤0.01%	153
2024 Q2	$296K	Sell	22,056 -683	-3%	-$8.27K	﹤0.01%	156
2024 Q1	$268K	Sell	22,739 -415	-2%	-$4.45K	﹤0.01%	154
2023 Q4	$224K	Hold	23,154	–	–	﹤0.01%	163
2023 Q3	$228K	Sell	23,154 -500	-2%	-$4.63K	﹤0.01%	158
2023 Q2	$203K	Hold	23,654	–	–	﹤0.01%	159
2023 Q1	$189K	Sell	23,654 -3,500	-13%	-$29.6K	﹤0.01%	161
2022 Q4	$218K	Buy	+27,154	New	+$173K	﹤0.01%	173
2022 Q2	–	Sell	-108,562	Closed	-$681K	–	176
2022 Q1	$681K	Hold	108,562	–	–	﹤0.01%	143
2021 Q4	$737K	Buy	108,562 +90,408	+498%	+$612K	﹤0.01%	142
2021 Q3	$127K	Buy	+18,154	New	+$126K	﹤0.01%	168