Wells Fargo’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 | $42.7M | Buy |
2,160,619
+8,715
| +0.4% | +$183K | 0.01% | 1051 |
|
|
2025
Q4 | $41.6M | Buy |
2,151,904
+19,520
| +0.9% | +$338K | 0.01% | 1052 |
|
|
2025
Q3 | $35.7M | Buy |
2,132,384
+114,675
| +6% | +$1.84M | 0.01% | 1112 |
|
|
2025
Q2 | $30.5M | Buy |
2,017,709
+27,701
| +1% | +$398K | 0.01% | 1131 |
|
|
2025
Q1 | $30.8M | Sell |
1,990,008
-90,797
| -4% | -$1.38M | 0.01% | 1059 |
|
|
2024
Q4 | $30.2M | Sell |
2,080,805
-1,199,954
| -37% | -$16.5M | 0.01% | 1078 |
|
|
2024
Q3 | $41.4M | Sell |
3,280,759
-863,511
| -21% | -$11.4M | 0.01% | 880 |
|
|
2024
Q2 | $55.6M | Sell |
4,144,270
-131,924
| -3% | -$1.6M | 0.01% | 722 |
|
|
2024
Q1 | $50.3M | Buy |
4,276,194
+6,132
| +0.1% | +$65.8K | 0.01% | 757 |
|
|
2023
Q4 | $41.3M | Sell |
4,270,062
-773,184
| -15% | -$7.5M | 0.01% | 815 |
|
|
2023
Q3 | $49.7M | Buy |
5,043,246
+14,879
| +0.3% | +$138K | 0.02% | 679 |
|
|
2023
Q2 | $43.2M | Sell |
5,028,367
-97,836
| -2% | -$808K | 0.01% | 763 |
|
|
2023
Q1 | $41M | Sell |
5,126,203
-334,750
| -6% | -$2.83M | 0.01% | 771 |
|
|
2022
Q4 | $43.8M | Sell |
5,460,953
-177,163
| -3% | -$1.13M | 0.01% | 733 |
|
|
2022
Q3 | $31M | Sell |
5,638,116
-25,004
| -0.4% | -$151K | 0.01% | 851 |
|
|
2022
Q2 | $33.4M | Sell |
5,663,120
-132,605
| -2% | -$801K | 0.01% | 869 |
|
|
2022
Q1 | $36.3M | Buy |
5,795,725
+1,069,075
| +23% | +$7.62M | 0.01% | 936 |
|
|
2021
Q4 | $32.1M | Sell |
4,726,650
-967,132
| -17% | -$6.55M | 0.01% | 1030 |
|
|
2021
Q3 | $39.9M | Buy |
5,693,782
+50,898
| +0.9% | +$354K | 0.01% | 1204 |
|
|
2021
Q2 | $38.9M | Sell |
5,642,884
-665,994
| -11% | -$4.78M | 0.01% | 1233 |
|
|
2021
Q1 | $45.7M | Buy |
6,308,878
+260,987
| +4% | +$1.82M | 0.01% | 1095 |
|
|
2020
Q4 | $37.3M | Sell |
6,047,891
-736,016
| -11% | -$4.32M | 0.01% | 1150 |
|
|
2020
Q3 | $37.9M | Sell |
6,783,907
-114,539
| -2% | -$656K | 0.01% | 1015 |
|
|
2020
Q2 | $38.8M | Sell |
6,898,446
-543,226
| -7% | -$2.93M | 0.01% | 988 |
|
|
2020
Q1 | $35.6M | Sell |
7,441,672
-628,091
| -8% | -$4.05M | 0.01% | 933 |
|
|
2019
Q4 | $59.8M | Buy |
8,069,763
+1,159,027
| +17% | +$8.34M | 0.02% | 834 |
|
|
2019
Q3 | $47.3M | Sell |
6,910,736
-200,776
| -3% | -$1.37M | 0.01% | 942 |
|
|
2019
Q2 | $50.2M | Sell |
7,111,512
-235,846
| -3% | -$1.67M | 0.01% | 923 |
|
|
2019
Q1 | $51.7M | Buy |
7,347,358
+341,957
| +5% | +$2.45M | 0.02% | 875 |
|
|
2018
Q4 | $45.6M | Sell |
7,005,401
-898,268
| -11% | -$6.71M | 0.02% | 873 |
|
|
2018
Q3 | $63.5M | Sell |
7,903,669
-595,329
| -7% | -$4.71M | 0.02% | 801 |
|
|
2018
Q2 | $66M | Buy |
8,498,998
+3,457,393
| +69% | +$28.7M | 0.02% | 767 |
|
|
2018
Q1 | $42.9M | Buy |
5,041,605
+409,753
| +9% | +$3.66M | 0.01% | 985 |
|
|
2017
Q4 | $40.3M | Sell |
4,631,852
-3,867
| -0.1% | -$31.3K | 0.01% | 1017 |
|
|
2017
Q3 | $35.7M | Buy |
4,635,719
+209,872
| +5% | +$1.6M | 0.01% | 1079 |
|
|
2017
Q2 | $34.8M | Buy |
4,425,847
+1,954,818
| +79% | +$14.5M | 0.01% | 1053 |
|
|
2017
Q1 | $17.9M | Sell |
2,471,029
-38,672
| -2% | -$300K | 0.01% | 1442 |
|
|
2016
Q4 | $19.2M | Sell |
2,509,701
-8,429
| -0.3% | -$61.2K | 0.01% | 1385 |
|
|
2016
Q3 | $17M | Sell |
2,518,130
-80,194
| -3% | -$520K | 0.01% | 1409 |
|
|
2016
Q2 | $14.9M | Sell |
2,598,324
-1,598,622
| -38% | -$9.77M | 0.01% | 1522 |
|
|
2016
Q1 | $25.2M | Sell |
4,196,946
-625,956
| -13% | -$3.9M | 0.01% | 1136 |
|
|
2015
Q4 | $36.6M | Buy |
4,822,902
+179,777
| +4% | +$1.42M | 0.01% | 928 |
|
|
2015
Q3 | $35.4M | Buy |
4,643,125
+156,719
| +3% | +$1.32M | 0.01% | 939 |
|
|
2015
Q2 | $39.9M | Sell |
4,486,406
-3,075,962
| -41% | -$26.7M | 0.02% | 929 |
|
|
2015
Q1 | $58.5M | Buy |
7,562,368
+928,749
| +14% | +$6.94M | 0.02% | 715 |
|
|
2014
Q4 | $48.3M | Buy |
6,633,619
+244,187
| +4% | +$1.85M | 0.02% | 779 |
|
|
2014
Q3 | $52.4M | Buy |
6,389,432
+1,228,961
| +24% | +$10.1M | 0.02% | 722 |
|
|
2014
Q2 | $43.7M | Buy |
5,160,471
+1,574,373
| +44% | +$13M | 0.02% | 838 |
|
|
2014
Q1 | $31M | Buy |
3,586,098
+459,626
| +15% | +$4.3M | 0.01% | 999 |
|
|
2013
Q4 | $32.8M | Buy |
3,126,472
+494,274
| +19% | +$4.92M | 0.01% | 951 |
|
|
2013
Q3 | $25.6M | Buy |
2,632,198
+10,202
| +0.4% | +$96.8K | 0.01% | 1037 |
|
|
2013
Q2 | $24.2M | Buy |
+2,621,996
| New | +$23.4M | 0.01% | 1020 |
|
Other funds holding SMFG
CCMG
