Holdings in SMFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$7,442,494 |
385,023 |
+2.1%
|
Shares |
Sole |
2026-02-03 |
| 2025-09-30 |
$6,310,461 |
376,969 |
+5.3%
|
Shares |
Sole |
2025-10-17 |
| 2025-06-30 |
$5,407,823 |
357,897 |
-8.9%
|
Shares |
Sole |
2025-07-30 |
| 2025-03-31 |
$6,070,724 |
392,673 |
-5.5%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$6,022,217 |
415,612 |
+12.6%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$4,660,116 |
368,972 |
-18.2%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$6,049,532 |
451,121 |
+22.3%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$4,342,800 |
368,972 |
+4.1%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$3,432,276 |
354,574 |
+8.8%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$3,211,090 |
325,999 |
+27.7%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$2,196,156 |
255,367 |
+7.2%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$1,906,528 |
238,316 |
+48.3%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$1,289,206 |
160,749 |
+76.9%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$499,840 |
90,880 |
+30.6%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$410,710 |
69,612 |
+186.3%
|
Shares |
Sole |
2022-08-10 |
| 2022-03-31 |
$152,455 |
24,315 |
-30.4%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$237,154 |
34,927 |
-75.9%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$1,015,980 |
144,933 |
-4.4%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$1,044,537 |
151,602 |
+159.3%
|
Shares |
Sole |
2021-08-10 |
| 2021-03-31 |
$423,835 |
58,460 |
+3.0%
|
Shares |
Sole |
2021-05-13 |
| 2020-12-31 |
$350,264 |
56,769 |
+62.0%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$195,856 |
35,037 |
+45.1%
|
Shares |
Sole |
2020-10-27 |
| 2020-06-30 |
$135,672 |
24,141 |
-12.4%
|
Shares |
Sole |
2020-08-12 |
| 2020-03-31 |
$132,065 |
27,571 |
—
|
Shares |
Sole |
2020-05-15 |