SEI Investments’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 | $8.53M | Buy |
431,723
+12,525
| +3% | +$263K | 0.01% | 1228 |
|
|
2025
Q4 | $8.1M | Buy |
419,198
+55,891
| +15% | +$969K | 0.01% | 1154 |
|
|
2025
Q3 | $6.08M | Buy |
363,307
+69,578
| +24% | +$1.11M | 0.01% | 1223 |
|
|
2025
Q2 | $4.44M | Buy |
293,729
+105,752
| +56% | +$1.52M | 0.01% | 1318 |
|
|
2025
Q1 | $2.91M | Buy |
187,977
+24,548
| +15% | +$373K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $2.37M | Sell |
163,429
-9,852
| -6% | -$135K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $2.19M | Buy |
173,281
+48,225
| +39% | +$637K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $1.68M | Buy |
125,056
+5,056
| +4% | +$61.2K | ﹤0.01% | 1714 |
|
|
2024
Q1 | $1.41M | Sell |
120,000
-132,901
| -53% | -$1.43M | ﹤0.01% | 1760 |
|
|
2023
Q4 | $2.45M | Sell |
252,901
-24,161
| -9% | -$234K | ﹤0.01% | 1512 |
|
|
2023
Q3 | $2.73M | Sell |
277,062
-69,365
| -20% | -$642K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $2.98M | Buy |
346,427
+11,215
| +3% | +$92.7K | 0.01% | 1458 |
|
|
2023
Q1 | $2.68M | Sell |
335,212
-987
| -0.3% | -$8.35K | 0.01% | 1495 |
|
|
2022
Q4 | $2.7M | Sell |
336,199
-6,419
| -2% | -$40.9K | 0.01% | 1337 |
|
|
2022
Q3 | $1.89M | Buy |
342,618
+7,113
| +2% | +$42.9K | ﹤0.01% | 1573 |
|
|
2022
Q2 | $2.05M | Sell |
335,505
-6,925
| -2% | -$41.8K | ﹤0.01% | 1545 |
|
|
2022
Q1 | $2.2M | Sell |
342,430
-34,175
| -9% | -$243K | ﹤0.01% | 1507 |
|
|
2021
Q4 | $2.56M | Sell |
376,605
-45,098
| -11% | -$305K | ﹤0.01% | 1488 |
|
|
2021
Q3 | $2.98M | Buy |
421,703
+8,704
| +2% | +$60.6K | 0.01% | 1337 |
|
|
2021
Q2 | $2.84M | Sell |
412,999
-1,579
| -0.4% | -$11.3K | 0.01% | 1350 |
|
|
2021
Q1 | $2.55M | Hold |
414,578
| – | – | 0.01% | 1347 |
|
|
2020
Q4 | $2.55M | Buy |
414,578
+46,299
| +13% | +$272K | 0.01% | 1273 |
|
|
2020
Q3 | $2.13M | Sell |
368,279
-157,533
| -30% | -$903K | 0.01% | 1269 |
|
|
2020
Q2 | $3.02M | Buy |
525,812
+74,367
| +16% | +$402K | 0.01% | 1077 |
|
|
2020
Q1 | $2.28M | Buy |
451,445
+161,664
| +56% | +$1.04M | 0.01% | 1090 |
|
|
2019
Q4 | $2.21M | Sell |
289,781
-14,496
| -5% | -$104K | 0.01% | 1301 |
|
|
2019
Q3 | $2.19M | Sell |
304,277
-2,163
| -0.7% | -$14.8K | 0.01% | 1288 |
|
|
2019
Q2 | $2.25M | Buy |
306,440
+13,374
| +5% | +$94.7K | 0.01% | 1282 |
|
|
2019
Q1 | $2.15M | Sell |
293,066
-19,016
| -6% | -$136K | 0.01% | 1280 |
|
|
2018
Q4 | $2.14M | Buy |
312,082
+61,140
| +24% | +$456K | 0.01% | 1264 |
|
|
2018
Q3 | $2.05M | Sell |
250,942
-655,282
| -72% | -$5.18M | 0.01% | 1257 |
|
|
2018
Q2 | $7.04M | Buy |
906,224
+179,364
| +25% | +$1.49M | 0.02% | 754 |
|
|
2018
Q1 | $6.18M | Buy |
726,860
+109,695
| +18% | +$980K | 0.02% | 734 |
|
|
2017
Q4 | $5.36M | Sell |
617,165
-23,737
| -4% | -$192K | 0.02% | 875 |
|
|
2017
Q3 | $4.94M | Buy |
640,902
+228,223
| +55% | +$1.74M | 0.02% | 899 |
|
|
2017
Q2 | $3.24M | Buy |
412,679
+104,340
| +34% | +$775K | 0.01% | 1018 |
|
|
2017
Q1 | $2.23M | Sell |
308,339
-53,134
| -15% | -$413K | 0.01% | 1110 |
|
|
2016
Q4 | $2.76M | Sell |
361,473
-519
| -0.1% | -$3.77K | 0.01% | 1030 |
|
|
2016
Q3 | $2.44M | Buy |
361,992
+19,106
| +6% | +$124K | 0.01% | 1014 |
|
|
2016
Q2 | $1.96M | Buy |
342,886
+150,300
| +78% | +$918K | 0.01% | 1006 |
|
|
2016
Q1 | $1.16M | Buy |
192,586
+46,512
| +32% | +$290K | 0.01% | 1114 |
|
|
2015
Q4 | $1.11M | Buy |
146,074
+73,610
| +102% | +$579K | 0.01% | 1177 |
|
|
2015
Q3 | $553K | Buy |
72,464
+1,008
| +1% | +$8.47K | 0.01% | 1249 |
|
|
2015
Q2 | $636K | Sell |
71,456
-1,843
| -3% | -$16K | 0.01% | 1111 |
|
|
2015
Q1 | $566K | Buy |
73,299
+30,795
| +72% | +$230K | ﹤0.01% | 1140 |
|
|
2014
Q4 | $308K | Buy |
+42,504
| New | +$323K | ﹤0.01% | 1280 |
|
Other funds holding SMFG
CCMG
