Ramirez Asset 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	$7.99M	Sell	402,811 -307,842	-43%	-$6.47M	0.96%	30
2025 Q4	$13.7M	Buy	710,653 +24,383	+4%	+$423K	1.81%	6
2025 Q3	$11.5M	Buy	686,270 +180,399	+36%	+$2.89M	1.6%	8
2025 Q2	$7.64M	Buy	505,871 +96,473	+24%	+$1.39M	1.16%	18
2025 Q1	$6.33M	Sell	409,398 -39,616	-9%	-$603K	1.32%	14
2024 Q4	$6.51M	Buy	449,014 +14,004	+3%	+$192K	1.31%	15
2024 Q3	$5.49M	Buy	435,010 +13,302	+3%	+$176K	1.05%	24
2024 Q2	$5.66M	Sell	421,708 -27,585	-6%	-$334K	1.15%	22
2024 Q1	$5.29M	Buy	449,293 +75,126	+20%	+$806K	1.07%	21
2023 Q4	$3.62M	Sell	374,167 -5,415	-1%	-$52.5K	0.73%	43
2023 Q3	$3.74M	Buy	+379,582	New	+$3.51M	0.8%	35