SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,528 Value ($000) $281 Avg Close Range
Q3 2025
Shares 15,344 Value ($000) $257 Avg Close Range
Q2 2025
Shares 17,843 Value ($000) $270 Avg Close Range
Q1 2025
Shares 19,652 Value ($000) $304 Avg Close Range
Q4 2024
Shares 18,815 Value ($000) $273 Avg Close Range
Q3 2024
Shares 17,645 Value ($000) $223 Avg Close Range
Q2 2024
Shares 20,849 Value ($000) $280 Avg Close Range
Q1 2024
Shares 18,029 Value ($000) $212 Avg Close Range
Q3 2021
Shares 11,001 Value ($000) $77 Avg Close Range
Q3 2018
Shares 10,286 Value ($000) $83 Avg Close Range
Q2 2018
Shares 10,286 Value ($000) $80 Avg Close Range