SMFG
Sumitomo Mitsui Financial Group Inc
Sumitomo Mitsui Financial Group Inc historical holders
total: 3
Pzena Investment Management Sumitomo Mitsui Financial Group Inc transactions over time
- Total transactions:
- 15
- New positions:
- 2
- Sold out:
- 1
- Added:
- 7
- Reduced:
- 5
- Held since:
- 2022 Q4
- Held for:
- 14 quarters
- Latest activity:
- 2026 Q1
Richard Pzena has been an institutional investor in Sumitomo Mitsui Financial Group Inc (SMFG) since 2021 Q3. According to 2026 Q1 report, Richard Pzena holds 32,548 shares with a market value of roughly $642.81K representing 0.00% of their equity portfolio. The fund/company first acquired SMFG in 2021 Q3, initially purchasing 18,154 shares. Richard Pzena later completely sold out the position and reinvested in SMFG again in 2022 Q4. Since the initial investment, Pzena Investment Management has made 14 more transactions in this position.
Does Richard Pzena still hold SMFG?
Yes, Richard Pzena continues to hold Sumitomo Mitsui Financial Group Inc (SMFG). According to their 2026 Q1 report, they maintain a position of 32,548 shares valued at approximately $642.81K, representing 0.00% of their equity portfolio.
When did Richard Pzena first invest in SMFG?
Richard Pzena first invested in Sumitomo Mitsui Financial Group Inc (SMFG) in 2021 Q3 at the reported quarter-end price of $7.00 per share, acquiring 18,154 shares in their initial purchase.
What is Richard Pzena's average cost basis for SMFG?
Based on historical transaction data, Richard Pzena's estimated cost basis for Sumitomo Mitsui Financial Group Inc (SMFG) is approximately $11.31 per share. This represents their average reported price* across all buy transactions.
Has Richard Pzena reinvested in SMFG after selling?
Yes, Richard Pzena has shown renewed interest in Sumitomo Mitsui Financial Group Inc (SMFG). After completely selling their position, they reinitiated an investment in 2022 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $11.30
- Weighted AVG sell price:
- $10.59
SMFG transactions history by Pzena Investment Management
15 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
32,548
|
$19.75
|
$642,814
|
+14.31% (+4,075)
|
+0%
|
|
2025 Q4
|
0.00%
|
28,473
|
$19.33
|
$550,381
|
+15.34% (+3,786)
|
+0%
|
|
2025 Q3
|
0.00%
|
24,687
|
$16.74
|
$413,261
|
+2.64% (+635)
|
+0%
|
|
2025 Q2
|
0.00%
|
24,052
|
$15.11
|
$363,422
|
+8.67% (+1,918)
|
+0%
|
|
2025 Q1
|
0.00%
|
22,134
|
$15.46
|
$342,194
|
+12.82% (+2,515)
|
+0%
|
|
2024 Q4
|
0.00%
|
19,619
|
$14.49
|
$284,277
|
+5.39% (+1,004)
|
+0%
|
|
2024 Q3
|
0.00%
|
18,615
|
$12.63
|
$235,103
|
-15.60% (-3,441)
|
-0%
|
|
2024 Q2
|
0.00%
|
22,056
|
$13.41
|
$295,770
|
-3.00% (-683)
|
-0%
|
|
2024 Q1
|
0.00%
|
22,739
|
$11.77
|
$267,636
|
-1.79% (-415)
|
-0%
|
|
2023 Q3
|
0.00%
|
23,154
|
$9.85
|
$228,067
|
-2.11% (-500)
|
-0%
|
|
2023 Q1
|
0.00%
|
$8.00
|
-12.89% (-3,500)
|
|||
|
2022 Q4
|
0.00%
|
$8.02
|
new
|
|||
|
2022 Q2
|
0.00%
|
$6.27
|
-100% (-108,562)
|
|||
|
2021 Q4
|
0.00%
|
$6.79
|
+498.01% (+90,408)
|
|||
|
2021 Q3
|
0.00%
|
$7.00
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.