CAPTRUST FINANCIAL ADVISORS
Holdings in SMFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,581,038 | 133,525 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $808,575 | 48,302 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $680,463 | 45,034 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $724,764 | 46,880 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $282,018 | 19,463 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $555,568 | 43,988 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $535,018 | 39,897 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $386,597 | 32,846 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $518,199 | 53,533 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $930,499 | 94,467 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $336,956 | 39,181 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $293,328 | 36,666 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $272,776 | 34,012 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $138,017 | 25,094 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $81,650 | 13,839 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $100,608 | 16,046 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $61,252 | 9,021 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $182,743 | 26,069 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $158,848 | 23,055 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $151,590 | 20,909 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $76,440 | 12,389 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $98,607 | 17,640 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $79,028 | 14,062 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $78,843 | 16,460 | Shares | Sole | 2020-05-15 |