Te Ahumairangi Investment 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	$83.3K	Hold	4,216	–	–	0.01%	86
2025 Q4	$81.5K	Sell	4,216 -6,841	-62%	-$119K	0.01%	84
2025 Q3	$185K	Sell	11,057 -11,600	-51%	-$186K	0.03%	84
2025 Q2	$342K	Sell	22,657 -12,000	-35%	-$173K	0.06%	85
2025 Q1	$536K	Sell	34,657 -5,000	-13%	-$76.1K	0.11%	81
2024 Q4	$575K	Sell	39,657 -47,294	-54%	-$650K	0.12%	77
2024 Q3	$1.09M	Buy	86,951 +7,474	+9%	+$98.7K	0.19%	78
2024 Q2	$1.07M	Sell	79,477 -17,300	-18%	-$210K	0.2%	80
2024 Q1	$1.14M	Hold	96,777	–	–	0.2%	79
2023 Q4	$937K	Sell	96,777 -56,000	-37%	-$543K	0.18%	81
2023 Q3	$1.5M	Hold	152,777	–	–	0.24%	81
2023 Q2	$1.31M	Sell	152,777 -132,000	-46%	-$1.09M	0.18%	86
2023 Q1	$2.28M	Sell	284,777 -25,000	-8%	-$212K	0.33%	82
2022 Q4	$2.48M	Sell	309,777 -25,200	-8%	-$160K	0.39%	77
2022 Q3	$1.84M	Sell	334,977 -27,614	-8%	-$167K	0.31%	80
2022 Q2	$2.14M	Hold	362,591	–	–	0.32%	78
2022 Q1	$2.27M	Sell	362,591 -35,000	-9%	-$249K	0.31%	79
2021 Q4	$2.7M	Buy	397,591 +51,601	+15%	+$350K	0.35%	76
2021 Q3	$2.42M	Hold	345,990	–	–	0.33%	84
2021 Q2	$2.38M	Hold	345,990	–	–	0.31%	87
2021 Q1	$2.51M	Hold	345,990	–	–	0.32%	91
2020 Q4	$2.13M	Hold	345,990	–	–	0.3%	94
2020 Q3	$1.93M	Buy	+345,990	New	+$1.98M	0.33%	91