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SMFG
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+20.6%
$25.8M0.1%$20.69
41
2025-Q4
Increased
1.1M
+37.6%
$21.1M0.1%$19.39
45
2025-Q3
Increased
786,865
+31.7%
$13.2M0.1%$16.84
36
2025-Q2
Increased
597,575
+119.8%
$9M0.1%$15.20
44
2025-Q1
Increased
271,808
+77.1%
$4.2M0.0%$15.50
41
2024-Q4
Increased
153,472
+35.4%
$2.2M0.0%$14.32
34
2024-Q3
Decreased
113,341
-64.6%
$1.4M0.0%$11.74
0
2024-Q2
Increased
320,467
+36.0%
$4.3M0.0%$12.94
35

Other major holders of SMFG: MORGAN STANLEY, Fisher Asset Management, LLC

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