Summit Trail Advisors’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	$1.28M	Buy	+64,640	New	+$1.36M	0.02%	813
2025 Q4	–	Sell	-14,055	Closed	-$235K	–	1367
2025 Q3	$235K	Buy	14,055 +2,201	+19%	+$35.3K	﹤0.01%	1256
2025 Q2	$182K	Buy	11,854 +200	+2%	+$2.88K	﹤0.01%	1068
2025 Q1	$180K	Sell	11,654 -781	-6%	-$11.9K	0.01%	384
2024 Q4	$180K	Sell	12,435 -375	-3%	-$5.15K	0.01%	363
2024 Q3	$162K	Buy	+12,810	New	+$169K	﹤0.01%	683
2024 Q1	–	Sell	-11,819	Closed	-$114K	–	635
2023 Q4	$114K	Buy	+11,819	New	+$115K	﹤0.01%	535
2018 Q2	–	Sell	-14,539	Closed	-$118K	–	650
2018 Q1	$118K	Buy	14,539 +348	+2%	+$3.11K	0.02%	393
2017 Q4	$135K	Buy	+14,191	New	+$115K	0.02%	545