SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 2,926 Value ($000) $57 Avg Close — Range —
Q3 2025
Shares 2,298 Value ($000) $38 Avg Close — Range —
Q2 2025
Shares 2,717 Value ($000) $41 Avg Close — Range —
Q1 2025
Shares 2,812 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 2,706 Value ($000) $39 Avg Close — Range —
Q3 2024
Shares 2,706 Value ($000) $34 Avg Close — Range —
Q2 2024
Shares 3,279 Value ($000) $44 Avg Close — Range —
Q1 2024
Shares 4,993 Value ($000) $59 Avg Close — Range —
Q4 2023
Shares 3,728 Value ($000) $36 Avg Close — Range —
Q3 2023
Shares 3,728 Value ($000) $37 Avg Close — Range —
Q2 2023
Shares 3,728 Value ($000) $32 Avg Close — Range —
Q1 2023
Shares 3,728 Value ($000) $30 Avg Close — Range —
Q4 2022
Shares 3,728 Value ($000) $30 Avg Close — Range —
Q3 2022
Shares 3,728 Value ($000) $21 Avg Close — Range —
Q2 2022
Shares 3,728 Value ($000) $22 Avg Close — Range —
Q1 2022
Shares 3,728 Value ($000) $23 Avg Close — Range —
Q4 2021
Shares 3,728 Value ($000) $25 Avg Close — Range —
Q3 2021
Shares 3,728 Value ($000) $26 Avg Close — Range —
Q2 2021
Shares 9,435 Value ($000) $65 Avg Close — Range —
Q1 2021
Shares 9,435 Value ($000) $68,404 Avg Close — Range —
Q4 2020
Shares 3,728 Value ($000) $23 Avg Close — Range —
Q3 2020
Shares 4,306 Value ($000) $24 Avg Close — Range —
Q2 2020
Shares 4,955 Value ($000) $28 Avg Close — Range —
Q1 2020
Shares 4,811 Value ($000) $23 Avg Close — Range —
Q4 2019
Shares 5,946 Value ($000) $44 Avg Close — Range —
Q3 2019
Shares 5,652 Value ($000) $38 Avg Close — Range —
Q2 2019
Shares 5,223 Value ($000) $36 Avg Close — Range —
Q3 2018
Shares 6,476 Value ($000) $52 Avg Close — Range —
Q2 2018
Shares 6,472 Value ($000) $50 Avg Close — Range —
Q1 2018
Shares 6,455 Value ($000) $54 Avg Close — Range —
Q4 2017
Shares 6,246 Value ($000) $54 Avg Close — Range —
Q3 2017
Shares 1,728 Value ($000) $13 Avg Close — Range —
Q2 2017
Shares 1,728 Value ($000) $13 Avg Close — Range —
Q1 2017
Shares 1,856 Value ($000) $13 Avg Close — Range —
Q4 2016
Shares 2,033 Value ($000) $15 Avg Close — Range —