SMFG SUMITOMO MITSUI FINL GROUP I

Ownership history in Advisory Services Network, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SUMITOMO MITSUI FINL GROUP I (SMFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2014 Q2)
Avg. % of fund
0.01%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 943 -81,543 -98.9% 0.00% $16K $16.74
2024 Q3 UNCHANGED 82,486 0% 0.02% $1.1M $12.43
2024 Q2 ADDED 82,486 +82,243 +33844.9% 0.02% $1.1M $12.94
2023 Q4 REDUCED 243 -27,691 -99.1% 0.00% $2K $9.21
2023 Q3 ADDED 27,934 +7,466 +36.5% 0.01% $275K $9.37
2023 Q2 ADDED 20,468 +19,970 +4010.0% 0.00% $176K $8.18
2023 Q1 ADDED 498 +115 +30.0% 0.00% $4K $7.61
2022 Q4 REDUCED 383 -582 -60.3% 0.00% $3K $7.63
2021 Q2 ADDED 965 +511 +112.6% 0.00% $7K $6.55
2020 Q4 REDUCED 454 -4,502 -90.8% 0.00% $3K $5.87
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% of Fund (quarterly)    SMFG price (monthly, adj. close)
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