Sumitomo Mitsui Spons ADR (SMFG)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:481
% of all portfolios:0.004%
Hold Price * :$19.75
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
Richard Pzena - Pzena Investment Management Add 14.31% 4,075 0.00
Sarah Ketterer - Causeway Capital Management Add 7.64% 89,974 0.02
Q4  2025
Richard Pzena - Pzena Investment Management Add 15.34% 3,786 0.00
Sarah Ketterer - Causeway Capital Management Add 46.99% 376,371 0.10
Q3  2025
Richard Pzena - Pzena Investment Management Add 2.64% 635 0.00
Sarah Ketterer - Causeway Capital Management Add 165.38% 499,107 0.11
Q2  2025
Richard Pzena - Pzena Investment Management Add 8.67% 1,918 0.00
Sarah Ketterer - Causeway Capital Management Buy 301,796 0.07
Q1  2025
Richard Pzena - Pzena Investment Management Add 12.82% 2,515 0.00
Q4  2024
Richard Pzena - Pzena Investment Management Add 5.39% 1,004 0.00
Q1  2023
Sarah Ketterer - Causeway Capital Management Add 2.70% 43,857 0.01

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.