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Silvercrest Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-242,300
Closed -$6.15M 872
2025
Q1
$6.15M Hold
242,300
0.04% 379
2024
Q4
$5.8M Buy
+242,300
New +$5.8M 0.04% 394