Holdings in SMFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$5,303,340 |
274,358 |
+3.7%
|
Shares |
Sole |
2026-02-06 |
| 2025-09-30 |
$4,429,119 |
264,583 |
+11.3%
|
Shares |
Sole |
2025-11-07 |
| 2025-06-30 |
$3,590,423 |
237,619 |
-6.6%
|
Shares |
Sole |
2025-08-11 |
| 2025-03-31 |
$3,932,096 |
254,340 |
-1.4%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$3,737,825 |
257,959 |
+4.6%
|
Shares |
Sole |
2025-02-07 |
| 2024-09-30 |
$3,114,507 |
246,596 |
-15.8%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$3,925,402 |
292,722 |
-3.6%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$3,574,360 |
303,684 |
+21.9%
|
Shares |
Sole |
2024-05-06 |
| 2023-12-31 |
$2,410,987 |
249,069 |
+22.4%
|
Shares |
Sole |
2024-02-12 |
| 2023-09-30 |
$2,004,130 |
203,465 |
-0.4%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$1,757,203 |
204,326 |
+459.8%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$292,000 |
36,500 |
-2.6%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$300,589 |
37,480 |
+7.0%
|
Shares |
Sole |
2023-02-09 |
| 2022-09-30 |
$192,742 |
35,044 |
+10.7%
|
Shares |
Sole |
2022-11-09 |
| 2022-06-30 |
$186,794 |
31,660 |
+55.4%
|
Shares |
Sole |
2022-08-10 |
| 2022-03-31 |
$127,701 |
20,367 |
+1.6%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$136,166 |
20,054 |
-25.8%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$189,578 |
27,044 |
+13.7%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$163,830 |
23,778 |
+21.8%
|
Shares |
Sole |
2021-08-06 |
| 2021-03-31 |
$141,491 |
19,516 |
+6.2%
|
Shares |
Sole |
2021-05-10 |
| 2020-12-31 |
$113,355 |
18,372 |
+27.8%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$80,373 |
14,378 |
-18.0%
|
Shares |
Sole |
2020-11-13 |
| 2020-06-30 |
$98,557 |
17,537 |
-50.3%
|
Shares |
Sole |
2020-08-10 |
| 2020-03-31 |
$169,000 |
35,282 |
—
|
Shares |
Sole |
2020-05-21 |
