Holdings in SMFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,270,518 |
220,927 |
+1.5%
|
Shares |
Sole |
2026-01-20 |
| 2025-09-30 |
$3,642,590 |
217,598 |
+1.0%
|
Shares |
Sole |
2025-10-21 |
| 2025-06-30 |
$3,254,965 |
215,418 |
-3.6%
|
Shares |
Sole |
2025-07-16 |
| 2025-03-31 |
$3,452,960 |
223,348 |
+1.0%
|
Shares |
Sole |
2025-05-02 |
| 2024-12-31 |
$3,204,666 |
221,164 |
+3.7%
|
Shares |
Sole |
2025-02-10 |
| 2024-09-30 |
$2,694,648 |
213,353 |
+1.5%
|
Shares |
Sole |
2024-10-21 |
| 2024-06-30 |
$2,818,191 |
210,156 |
+4.7%
|
Shares |
Sole |
2024-07-29 |
| 2024-03-31 |
$2,363,192 |
200,781 |
+6.5%
|
Shares |
Sole |
2024-05-03 |
| 2023-12-31 |
$1,824,660 |
188,498 |
+4.7%
|
Shares |
Sole |
2024-02-01 |
| 2023-09-30 |
$1,773,403 |
180,041 |
+5.8%
|
Shares |
Sole |
2023-11-03 |
| 2023-06-30 |
$1,463,264 |
170,147 |
+2.8%
|
Shares |
Sole |
2023-08-01 |
| 2023-03-31 |
$1,323,776 |
165,472 |
+4.1%
|
Shares |
Sole |
2023-04-28 |
| 2022-12-31 |
$1,274,490 |
158,914 |
-22.9%
|
Shares |
Sole |
2023-01-30 |
| 2022-09-30 |
$1,133,572 |
206,104 |
+5.8%
|
Shares |
Sole |
2022-11-08 |
| 2022-06-30 |
$1,149,697 |
194,864 |
-1.1%
|
Shares |
Sole |
2022-08-10 |
| 2022-03-31 |
$1,234,820 |
196,941 |
+4.3%
|
Shares |
Sole |
2022-05-02 |
| 2021-12-31 |
$1,281,727 |
188,767 |
-0.1%
|
Shares |
Sole |
2022-01-25 |
| 2021-09-30 |
$1,324,273 |
188,912 |
+3.2%
|
Shares |
Sole |
2021-10-28 |
| 2021-06-30 |
$1,260,794 |
182,989 |
+2.6%
|
Shares |
Sole |
2021-07-26 |
| 2021-03-31 |
$1,293,552 |
178,421 |
-0.2%
|
Shares |
Sole |
2021-04-30 |
| 2020-12-31 |
$1,103,066 |
178,779 |
-2.9%
|
Shares |
Sole |
2021-02-11 |
| 2020-09-30 |
$1,029,186 |
184,112 |
-1.3%
|
Shares |
Sole |
2020-11-03 |
| 2020-06-30 |
$1,047,843 |
186,449 |
+91.6%
|
Shares |
Sole |
2020-07-30 |
| 2020-03-31 |
$466,057 |
97,298 |
—
|
Shares |
Sole |
2020-04-23 |