Richard Pzena - Pzena Investment Management
Holding/activity history for Sumitomo Mitsui Financial Group, Inc. (SMFG)
← All SMFG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 32,548 | <0.01 | Add 14.31% | <0.01 | $18.94–24.34 · VW $21.09i | $642,814 | SEC |
| 2025 Q4 | 28,473 | <0.01 | Add 15.34% | <0.01 | $15.18–19.83 · VW $17.46i | $550,381 | SEC |
| 2025 Q3 | 24,687 | <0.01 | Add 2.64% | $14.40–17.46 · VW $16.01i | $413,261 | SEC | |
| 2025 Q2 | 24,052 | <0.01 | Add 8.67% | <0.01 | $11.83–15.50 · VW $14.41i | $363,422 | SEC |
| 2025 Q1 | 22,134 | <0.01 | Add 12.82% | <0.01 | $14.00–16.74 · VW $15.16i | $342,194 | SEC |
| 2024 Q4 | 19,619 | <0.01 | Add 5.39% | <0.01 | $12.19–15.56 · VW $13.83i | $284,277 | SEC |
| 2024 Q3 | 18,615 | <0.01 | Reduce 15.60% | <0.01 | $10.74–14.53 · VW $13.06i | $235,103 | SEC |
| 2024 Q2 | 22,056 | <0.01 | Reduce 3.00% | $11.05–13.42 · VW $12.22i | $295,770 | SEC | |
| 2024 Q1 | 22,739 | <0.01 | Reduce 1.79% | $9.57–12.46 · VW $10.87i | $267,636 | SEC | |
| 2023 Q4 | 23,154 | <0.01 | $9.68 | $224,131 | SEC | ||
| 2023 Q3 | 23,154 | <0.01 | Reduce 2.11% | $8.55–10.58 · VW $9.36i | $228,067 | SEC | |
| 2023 Q2 | 23,654 | <0.01 | $8.60 | $203,424 | SEC | ||
| 2023 Q1 | 23,654 | <0.01 | Reduce 12.89% | <0.01 | $7.53–9.18 · VW $8.44i | $189,232 | SEC |
| 2022 Q4 | 27,154 | <0.01 | Buy | <0.01 | $5.39–8.09 · VW $6.53i | $217,775 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $5.70–6.44 · VW $6.02i | SEC | |
| 2022 Q1 | 108,562 | <0.01 | $6.27 | $681,000 | SEC | ||
| 2021 Q4 | 108,562 | <0.01 | Add 498.01% | <0.01 | $6.40–7.08 · VW $6.68i | $737,000 | SEC |
| 2021 Q3 | 18,154 | <0.01 | Buy | <0.01 | $6.52–7.52 · VW $6.91i | $127,000 | SEC |
Price snapshot:
Current price$25.96
Avg. buy price$12.17
+/- since buy113.37%
52-week low$14.40
52-week high$26.03