Position history for Capital Wealth Planning, LLC's holdings in SUMITOMO MITSUI FINL GROUP
Capital Wealth Planning, LLC holds 1.1M shares of SMFG (SUMITOMO MITSUI FINL GROUP), worth $21.1M as of 2025-Q4. The position was increased (++37.6% shares). SMFG represents 0.1% of Capital Wealth Planning, LLC's portfolio.
Current Value
$21.1M
Current Shares
1.1M
Total Value Change
+$16.8M
Total Shares Change
+762,678
Other major holders of SMFG: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, MORGAN STANLEY
Increased |
| 1.1M |
+37.6% |
| $21.1M |
| 0.1% |
| $19.39 |
45 |
| 2025-Q3 | Increased | 786,865 | +31.7% | $13.2M | 0.1% | $16.84 | 36 |
| 2025-Q2 | Increased | 597,575 | +119.8% | $9M | 0.1% | $15.20 | 44 |
| 2025-Q1 | Increased | 271,808 | +77.1% | $4.2M | 0.0% | $15.50 | 41 |
| 2024-Q4 | Increased | 153,472 | +35.4% | $2.2M | 0.0% | $14.32 | 34 |
| 2024-Q3 | Decreased | 113,341 | -64.6% | $1.4M | 0.0% | $11.74 | 0 |
| 2024-Q2 | Increased | 320,467 | +36.0% | $4.3M | 0.0% | $12.94 | 35 |