Position history for Capital Wealth Planning, LLC's holdings in SUMITOMO MITSUI FIN GRP INC
Capital Wealth Planning, LLC holds 1.3M shares of SMFG (SUMITOMO MITSUI FIN GRP INC), worth $25.8M as of 2026-Q1. The position was increased (+20.6% shares). SMFG represents 0.1% of Capital Wealth Planning, LLC's portfolio.
Current Value
$25.8M
Current Shares
1.3M
Total Value Change
+$21.5M
Total Shares Change
+985,288
Other major holders of SMFG: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, MORGAN STANLEY
Increased |
| 1.3M |
+20.6% |
| $25.8M |
| 0.1% |
| $20.69 |
41 |
| 2025-Q4 | 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 |