SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 662,822 Value ($000) $12,812 Avg Close — Range —
Q3 2025
Shares 561,218 Value ($000) $9,395 Avg Close — Range —
Q2 2025
Shares 495,765 Value ($000) $7,491 Avg Close — Range —
Q1 2025
Shares 571,547 Value ($000) $8,836 Avg Close — Range —
Q4 2024
Shares 477,228 Value ($000) $6,915 Avg Close — Range —
Q3 2024
Shares 376,490 Value ($000) $4,755 Avg Close — Range —
Q2 2024
Shares 357,915 Value ($000) $4,800 Avg Close — Range —
Q1 2024
Shares 308,352 Value ($000) $3,629 Avg Close — Range —
Q4 2023
Shares 244,991 Value ($000) $2,372 Avg Close — Range —
Q3 2023
Shares 226,820 Value ($000) $2,234 Avg Close — Range —
Q2 2023
Shares 196,087 Value ($000) $1,686 Avg Close — Range —
Q1 2023
Shares 158,171 Value ($000) $1,265 Avg Close — Range —
Q4 2022
Shares 127,035 Value ($000) $1,019 Avg Close — Range —
Q3 2022
Shares 124,444 Value ($000) $684 Avg Close — Range —
Q2 2022
Shares 81,629 Value ($000) $482 Avg Close — Range —
Q1 2022
Shares 50,769 Value ($000) $318 Avg Close — Range —
Q4 2021
Shares 47,827 Value ($000) $325 Avg Close — Range —
Q3 2021
Shares 46,834 Value ($000) $328 Avg Close — Range —
Q2 2021
Shares 25,647 Value ($000) $177 Avg Close — Range —
Q1 2021
Shares 43,703 Value ($000) $317 Avg Close — Range —
Q4 2020
Shares 40,163 Value ($000) $248 Avg Close — Range —
Q3 2020
Shares 43,449 Value ($000) $243 Avg Close — Range —
Q2 2020
Shares 18,416 Value ($000) $103 Avg Close — Range —
Q1 2019
Shares 16,021 Value ($000) $113 Avg Close — Range —
Q4 2018
Shares 16,620 Value ($000) $108 Avg Close — Range —
Q3 2018
Shares 10,332 Value ($000) $83 Avg Close — Range —
Q3 2017
Shares 89,856 Value ($000) $693 Avg Close — Range —
Q2 2017
Shares 10,894 Value ($000) $86 Avg Close — Range —
Q1 2017
Shares 8,645 Value ($000) $63 Avg Close — Range —
Q4 2016
Shares 9,199 Value ($000) $70 Avg Close — Range —
Q3 2016
Shares 2,073 Value ($000) $14 Avg Close — Range —
Q3 2015
Shares 341 Value ($000) $3 Avg Close — Range —
Q2 2015
Shares 234,549 Value ($000) $2,085 Avg Close — Range —
Q1 2015
Shares 74,771 Value ($000) $579 Avg Close — Range —
Q4 2014
Shares 2,602 Value ($000) $19 Avg Close — Range —
Q3 2014
Shares 30,868 Value ($000) $253 Avg Close — Range —
Q2 2014
Shares 87,317 Value ($000) $740 Avg Close — Range —
Q1 2014
Shares 40,000 Value ($000) $346 Avg Close — Range —