Rockefeller 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 | $1.99M | Buy |
100,932
+34,507
| +52% | +$725K | ﹤0.01% | 1307 |
|
|
2025
Q4 | $1.28M | Buy |
66,425
+12,221
| +23% | +$212K | ﹤0.01% | 1447 |
|
|
2025
Q3 | $907K | Sell |
54,204
-6,949
| -11% | -$111K | ﹤0.01% | 1462 |
|
|
2025
Q2 | $924K | Buy |
61,153
+8,992
| +17% | +$129K | ﹤0.01% | 1354 |
|
|
2025
Q1 | $806K | Sell |
52,161
-6,279
| -11% | -$95.5K | ﹤0.01% | 1334 |
|
|
2024
Q4 | $842K | Buy |
58,440
+2,477
| +4% | +$34K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $705K | Buy |
55,963
+25,414
| +83% | +$336K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $407K | Buy |
30,549
+7,065
| +30% | +$85.6K | ﹤0.01% | 1495 |
|
|
2024
Q1 | $276K | Buy |
+23,484
| New | +$252K | ﹤0.01% | 1605 |
|
|
2023
Q3 | – | Sell |
-20,633
| Closed | -$177K | – | 1783 |
|
|
2023
Q2 | $177K | Buy |
20,633
+2,307
| +13% | +$19.1K | ﹤0.01% | 1675 |
|
|
2023
Q1 | $146K | Buy |
18,326
+806
| +5% | +$6.82K | ﹤0.01% | 1862 |
|
|
2022
Q4 | $140K | Buy |
17,520
+10,628
| +154% | +$67.7K | ﹤0.01% | 1847 |
|
|
2022
Q3 | $36K | Sell |
6,892
-1,787
| -21% | -$10.8K | ﹤0.01% | 2512 |
|
|
2022
Q2 | $50K | Sell |
8,679
-2,155
| -20% | -$13K | ﹤0.01% | 2293 |
|
|
2022
Q1 | $66K | Buy |
10,834
+779
| +8% | +$5.55K | ﹤0.01% | 2176 |
|
|
2021
Q4 | $67K | Sell |
10,055
-1,359
| -12% | -$9.21K | ﹤0.01% | 2090 |
|
|
2021
Q3 | $79K | Buy |
11,414
+5,374
| +89% | +$37.4K | ﹤0.01% | 1963 |
|
|
2021
Q2 | $41K | Buy |
6,040
+964
| +19% | +$6.91K | ﹤0.01% | 2168 |
|
|
2021
Q1 | $36K | Sell |
5,076
-372
| -7% | -$2.59K | ﹤0.01% | 2035 |
|
|
2020
Q4 | $32K | Sell |
5,448
-490
| -8% | -$2.88K | ﹤0.01% | 1837 |
|
|
2020
Q3 | $33K | Buy |
5,938
+1,097
| +23% | +$6.29K | ﹤0.01% | 1630 |
|
|
2020
Q2 | $27K | Sell |
4,841
-567
| -10% | -$3.06K | ﹤0.01% | 1580 |
|
|
2020
Q1 | $26K | Sell |
5,408
-520
| -9% | -$3.35K | ﹤0.01% | 1428 |
|
|
2019
Q4 | $44K | Buy |
5,928
+535
| +10% | +$3.85K | ﹤0.01% | 1181 |
|
|
2019
Q3 | $37K | Sell |
5,393
-6,736
| -56% | -$46K | ﹤0.01% | 1063 |
|
|
2019
Q2 | $86K | Sell |
12,129
-11,311
| -48% | -$80.1K | ﹤0.01% | 720 |
|
|
2019
Q1 | $165K | Buy |
23,440
+19,754
| +536% | +$141K | ﹤0.01% | 647 |
|
|
2018
Q4 | $24K | Buy |
+3,686
| New | +$27.5K | ﹤0.01% | 604 |
|
|
2018
Q3 | – | Sell |
-33,082
| Closed | -$257K | – | 784 |
|
|
2018
Q2 | $257K | Hold |
33,082
| – | – | ﹤0.01% | 313 |
|
|
2018
Q1 | $281K | Buy |
+33,082
| New | +$296K | ﹤0.01% | 307 |
|
Other funds holding SMFG
CCMG
