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CAPTRUST FINANCIAL ADVISORS: SMFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SMFG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 137,775 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,775 shares
    Change vs previous 13F -7,287 shares

    <0.01% of the 13F portfolio, value $3,248,746.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 145,062 shares
    Change vs previous 13F +11,537 shares

    0.01% of the 13F portfolio, value $2,864,976.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 133,525 shares
    Change vs previous 13F +85,223 shares

    <0.01% of the 13F portfolio, value $2,581,037.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,302 shares
    Change vs previous 13F +3,268 shares

    <0.01% of the 13F portfolio, value $808,582.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,034 shares
    Change vs previous 13F -1,846 shares

    <0.01% of the 13F portfolio, value $680,464.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,880 shares
    Change vs previous 13F +27,417 shares

    <0.01% of the 13F portfolio, value $724,763.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,463 shares
    Change vs previous 13F -24,525 shares

    <0.01% of the 13F portfolio, value $282,017.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $555,572.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).