Ownership history in CERTUITY, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which CERTUITY, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 11,351 | -1,976 | -14.8% | 0.01% | $190K | $16.74 |
| 2025 Q2 | ADDED | 13,327 | +900 | +7.2% | 0.02% | $201K | $15.11 |
| 2025 Q1 | ADDED | 12,427 | +770 | +6.6% | 0.02% | $192K | $15.46 |
| 2024 Q4 | ADDED | 11,657 | +1,450 | +14.2% | 0.02% | $169K | $14.26 |
As of 2025 Q4 — sorted by position size