Ownership history in Dorsey Wright & Associates · 9 quarters on record
This page tracks every 13F SEC filing in which Dorsey Wright & Associates reported a position in SUMITOMO MITSUI FINL GROUP ISP (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 Q4 | ADDED | 92,159 | +3,969 | +4.5% | 0.38% | $1.8M | $19.33 |
| 2025 Q3 | REDUCED | 88,190 | -9,119 | -9.4% | 0.33% | $1.5M | $16.74 |
| 2025 Q2 | REDUCED | 97,309 | -62,053 | -38.9% | 0.35% | $1.5M | $15.11 |
| 2025 Q1 | REDUCED | 159,362 | -18,883 | -10.6% | 0.63% | $2.5M | $15.46 |
| 2024 Q4 | REDUCED | 178,245 | -51,313 | -22.4% | 0.62% | $2.6M | $14.26 |
| 2024 Q3 | ADDED | 229,558 | +24,108 | +11.7% | 0.69% | $2.9M | $12.43 |
| 2024 Q2 | REDUCED | 205,450 | -2,945 | -1.4% | 0.71% | $2.8M | $12.94 |
| 2024 Q1 | REDUCED | 208,395 | -5,304 | -2.5% | 0.64% | $2.5M | $11.35 |
| 2023 Q4 | INITIATED | 213,699 | — | — | 0.63% | $2.1M | — |
As of 2025 Q4 — sorted by position size