SMFG β€” SUMITOMO MITSUI ADR

Ownership history in BLAIR WILLIAM & CO/IL  Β·  42 quarters on record

AI Ownership Summary

BLAIR WILLIAM & CO/IL reported SUMITOMO MITSUI ADR (SMFG) in 42 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows SMFG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLAIR WILLIAM & CO/IL's position in SUMITOMO MITSUI ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SMFG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BLAIR WILLIAM & CO/IL held SMFG β€” position size vs. price
% of Fund (quarterly)    SMFG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19,001 -5,466 -22.3% 0.00% $318K 2025-11-12 $16.69
2025 Q1 REDUCED 24,467 -1,679 -6.4% 0.00% $378K 2025-05-09 $14.20
2024 Q3 ADDED 26,146 +14,804 +130.5% 0.00% $330K 2024-11-12 $13.72
39 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SMFG

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.09%

FAQ About BLAIR WILLIAM & CO/IL and SMFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLAIR WILLIAM & CO/IL reported owning SMFG?

BLAIR WILLIAM & CO/IL reported SMFG across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SMFG position in BLAIR WILLIAM & CO/IL's portfolio?

The largest reported portfolio weight for SMFG was 0.00% in 2025 Q1.

What is the latest reported SMFG position on this page?

The most recent filing on this page is 2025 Q3, when BLAIR WILLIAM & CO/IL reported 19,001 shares, equal to 0.00% of portfolio, with an estimated market value of $318K.

What does the chart on this SMFG ownership page compare?

The chart compares BLAIR WILLIAM & CO/IL's quarterly SMFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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