QRG Capital 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	$6.83M	Buy	345,653 +74,018	+27%	+$1.55M	0.07%	237
2025 Q4	$5.25M	Buy	271,635 +6,266	+2%	+$109K	0.06%	242
2025 Q3	$4.44M	Sell	265,369 -158,667	-37%	-$2.54M	0.05%	262
2025 Q2	$6.41M	Sell	424,036 -94,537	-18%	-$1.36M	0.06%	273
2025 Q1	$8.02M	Buy	518,573 +86,158	+20%	+$1.31M	0.08%	230
2024 Q4	$6.27M	Buy	432,415 +7,735	+2%	+$106K	0.06%	251
2024 Q3	$5.36M	Sell	424,680 -11,737	-3%	-$155K	0.06%	278
2024 Q2	$5.85M	Buy	436,417 +42,675	+11%	+$517K	0.07%	242
2024 Q1	$4.63M	Buy	393,742 +103,875	+36%	+$1.11M	0.06%	276
2023 Q4	$2.81M	Buy	289,867 +22,570	+8%	+$219K	0.04%	346
2023 Q3	$2.63M	Buy	+267,297	New	+$2.47M	0.05%	328