A detailed history of Bsw Wealth Partners transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Bsw Wealth Partners holds 14,528 shares of SMFG stock, worth $253,949. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,528
Previous 15,344 5.32%
Holding current value
$253,949
Previous $256,000 1.17%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

SELL
$15.2 - $17.48 $12,403 - $14,263
-816 Reduced 5.32%
14,528 $253,000
Q3 2025

Oct 15, 2025

SELL
$14.53 - $17.13 $36,310 - $42,807
-2,499 Reduced 14.01%
15,344 $256,000
Q2 2025

Jul 18, 2025

SELL
$12.23 - $15.46 $22,124 - $27,967
-1,809 Reduced 9.21%
17,843 $269,000
Q1 2025

Apr 24, 2025

BUY
$14.13 - $16.72 $11,826 - $13,994
837 Added 4.45%
19,652 $303,000
Q4 2024

Jan 22, 2025

BUY
$12.27 - $15.41 $14,355 - $18,029
1,170 Added 6.63%
18,815 $272,000
Q3 2024

Oct 29, 2024

SELL
$11.38 - $14.48 $36,461 - $46,393
-3,204 Reduced 15.37%
17,645 $222,000
Q2 2024

Jul 16, 2024

BUY
$11.1 - $13.41 $31,302 - $37,816
2,820 Added 15.64%
20,849 $279,000
Q1 2024

Apr 23, 2024

BUY
$9.6 - $12.33 $173,078 - $222,297
18,029 New
18,029 $212,000
Q4 2021

Feb 14, 2022

SELL
$6.47 - $7.04 $71,176 - $77,447
-11,001 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$6.6 - $7.48 $72,606 - $82,287
11,001 New
11,001 $77,000
Q4 2018

Feb 13, 2019

SELL
$6.36 - $8.29 $65,418 - $85,270
-10,286 Closed
0 $0
Q2 2018

Aug 07, 2018

BUY
$7.73 - $8.61 $79,510 - $88,562
10,286 New
10,286 $80,000

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $120B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
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