William Blair & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-19,001
| Closed | -$318K | – | 1941 |
|
|
2025
Q3 | $318K | Buy |
+19,001
| New | +$304K | ﹤0.01% | 1283 |
|
|
2025
Q2 | – | Sell |
-24,467
| Closed | -$378K | – | 1893 |
|
|
2025
Q1 | $378K | Buy |
+24,467
| New | +$372K | ﹤0.01% | 1173 |
|
|
2024
Q4 | – | Sell |
-26,146
| Closed | -$330K | – | 1880 |
|
|
2024
Q3 | $330K | Buy |
+26,146
| New | +$345K | ﹤0.01% | 1253 |
|
|
2021
Q2 | – | Sell |
-11,342
| Closed | -$82K | – | 1925 |
|
|
2021
Q1 | $82K | Buy |
+11,342
| New | +$79K | ﹤0.01% | 1618 |
|
|
2020
Q4 | – | Sell |
-10,365
| Closed | -$58K | – | 1860 |
|
|
2020
Q3 | $58K | Buy |
+10,365
| New | +$59.4K | ﹤0.01% | 1490 |
|
|
2020
Q1 | – | Sell |
-688,140
| Closed | -$5.1M | – | 1756 |
|
|
2019
Q4 | $5.1M | Buy |
688,140
+206,656
| +43% | +$1.49M | 0.03% | 389 |
|
|
2019
Q3 | $3.29M | Sell |
481,484
-15,589
| -3% | -$106K | 0.02% | 469 |
|
|
2019
Q2 | $3.51M | Sell |
497,073
-152,183
| -23% | -$1.08M | 0.02% | 451 |
|
|
2019
Q1 | $4.56M | Buy |
649,256
+6,366
| +1% | +$45.5K | 0.03% | 388 |
|
|
2018
Q4 | $4.18M | Sell |
642,890
-87,732
| -12% | -$655K | 0.03% | 365 |
|
|
2018
Q3 | $5.87M | Buy |
730,622
+141,556
| +24% | +$1.12M | 0.04% | 342 |
|
|
2018
Q2 | $4.58M | Sell |
589,066
-5,662
| -1% | -$47K | 0.03% | 371 |
|
|
2018
Q1 | $5.05M | Sell |
594,728
-70,524
| -11% | -$630K | 0.04% | 344 |
|
|
2017
Q4 | $5.78M | Buy |
665,252
+197,397
| +42% | +$1.6M | 0.04% | 327 |
|
|
2017
Q3 | $3.61M | Sell |
467,855
-22,795
| -5% | -$174K | 0.03% | 413 |
|
|
2017
Q2 | $3.86M | Buy |
490,650
+14,391
| +3% | +$107K | 0.03% | 407 |
|
|
2017
Q1 | $3.45M | Buy |
476,259
+401,698
| +539% | +$3.12M | 0.03% | 405 |
|
|
2016
Q4 | $570K | Buy |
74,561
+50,196
| +206% | +$365K | 0.01% | 792 |
|
|
2016
Q3 | $164K | Sell |
24,365
-7,449
| -23% | -$48.3K | ﹤0.01% | 1195 |
|
|
2016
Q2 | $182K | Buy |
31,814
+4,962
| +18% | +$30.3K | ﹤0.01% | 1127 |
|
|
2016
Q1 | $161K | Sell |
26,852
-65,832
| -71% | -$411K | ﹤0.01% | 1102 |
|
|
2015
Q4 | $703K | Sell |
92,684
-200,973
| -68% | -$1.58M | 0.01% | 718 |
|
|
2015
Q3 | $2.24M | Buy |
293,657
+279,893
| +2,034% | +$2.35M | 0.02% | 505 |
|
|
2015
Q2 | $121K | Sell |
13,764
-858
| -6% | -$7.45K | ﹤0.01% | 2100 |
|
|
2015
Q1 | $112K | Buy |
14,622
+858
| +6% | +$6.42K | ﹤0.01% | 2056 |
|
|
2014
Q4 | $99K | Sell |
13,764
-31
| -0.2% | -$235 | ﹤0.01% | 2024 |
|
|
2014
Q3 | $113K | Hold |
13,795
| – | – | ﹤0.01% | 2017 |
|
|
2014
Q2 | $116K | Sell |
13,795
-343,758
| -96% | -$2.83M | ﹤0.01% | 1996 |
|
|
2014
Q1 | $3.09M | Sell |
357,553
-18,209
| -5% | -$170K | 0.01% | 1080 |
|
|
2013
Q4 | $3.94M | Sell |
375,762
-69,824
| -16% | -$695K | 0.01% | 983 |
|
|
2013
Q3 | $4.33M | Buy |
445,586
+1,325
| +0.3% | +$12.6K | 0.01% | 932 |
|
|
2013
Q2 | $4.1M | Buy |
+444,261
| New | +$3.97M | 0.01% | 918 |
|
Other funds holding SMFG
CCMG
