A detailed history of Werba Rubin Papier Wealth Management transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 21,066 shares of SMFG stock, worth $302,718. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,066
Previous 20,065 4.99%
Holding current value
$302,718
Previous $269 Million 1.12%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$11.38 - $14.48 $11,391 - $14,494
1,001 Added 4.99%
21,066 $266 Million
Q2 2024

Aug 06, 2024

SELL
$11.1 - $13.41 $10,833 - $13,088
-976 Reduced 4.64%
20,065 $269 Million
Q1 2024

Apr 30, 2024

BUY
$9.6 - $12.33 $6,268 - $8,051
653 Added 3.2%
21,041 $248 Million
Q4 2023

Jan 22, 2024

SELL
$9.05 - $10.15 $17,457 - $19,579
-1,929 Reduced 8.64%
20,388 $197 Million
Q3 2023

Nov 06, 2023

BUY
$8.56 - $10.35 $21,810 - $26,371
2,548 Added 12.89%
22,317 $220 Million
Q2 2023

Jul 24, 2023

BUY
$7.84 - $8.63 $2,195 - $2,416
280 Added 1.44%
19,769 $170 Million
Q1 2023

Apr 26, 2023

SELL
$7.66 - $9.03 $7,744 - $9,129
-1,011 Reduced 4.93%
19,489 $156 Million
Q4 2022

Mar 28, 2023

BUY
$5.39 - $8.05 $110,495 - $165,025
20,500 New
20,500 $164 Million

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 $98.5B
  • 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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