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SMFG position history

The shares of Sumitomo Mitsui Financial Group (SMFG) that PZENA INVESTMENT MANAGEMENT LLC reported in each quarter’s 13F.

Equity, SPONSORED ADR

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 18,154 shares, $127K, <0.01% of portfolio
  2. 2021 Q4: 108,562 shares, $737K, <0.01% of portfolio, Add +498.0%
  3. 2022 Q1: 108,562 shares, $681K, <0.01% of portfolio
  4. 2022 Q2: not held, Exit
  5. 2022 Q3: not held
  6. 2022 Q4: 27,154 shares, $218K, <0.01% of portfolio, New
  7. 2023 Q1: 23,654 shares, $189K, <0.01% of portfolio, Reduce −12.9%
  8. 2023 Q2: 23,654 shares, $203K, <0.01% of portfolio
  9. 2023 Q3: 23,154 shares, $228K, <0.01% of portfolio, Reduce −2.1%
  10. 2023 Q4: 23,154 shares, $224K, <0.01% of portfolio
  11. 2024 Q1: 22,739 shares, $268K, <0.01% of portfolio, Reduce −1.8%
  12. 2024 Q2: 22,056 shares, $296K, <0.01% of portfolio, Reduce −3.0%
  13. 2024 Q3: 18,615 shares, $235K, <0.01% of portfolio, Reduce −15.6%
  14. 2024 Q4: 19,619 shares, $284K, <0.01% of portfolio, Add +5.4%
  15. 2025 Q1: 22,134 shares, $342K, <0.01% of portfolio, Add +12.8%
  16. 2025 Q2: 24,052 shares, $363K, <0.01% of portfolio, Add +8.7%
  17. 2025 Q3: 24,687 shares, $413K, <0.01% of portfolio, Add +2.6%
  18. 2025 Q4: 28,473 shares, $550K, <0.01% of portfolio, Add +15.3%
  19. 2026 Q1: 32,548 shares, $643K, <0.01% of portfolio, Add +14.3%
  20. 2026 Q2: 37,322 shares, $880K, <0.01% of portfolio, Add +14.7%
Holdings date Value % of holdings Shares Filing date All 13F holders