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Crossmark Global Holdings, Inc.: SMFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crossmark Global Holdings, Inc. on SMFG, newest first. How the timeline and the estimate are built.

Crossmark Global Holdings, Inc. held 476,543 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 476,543 shares
    Change vs previous 13F +1,860 shares

    0.15% of the 13F portfolio, value $11,236,884.

    13F-HR 0001539204-26-000011 filed by Crossmark Global Holdings, Inc.
    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 474,683 shares
    Change vs previous 13F +11,775 shares

    0.14% of the 13F portfolio, value $9,374,989.

    13F-HR 0001539204-26-000007 filed by Crossmark Global Holdings, Inc.
    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 462,908 shares
    Change vs previous 13F -69,557 shares

    0.13% of the 13F portfolio, value $8,948,011.

    13F-HR 0001539204-26-000002 filed by Crossmark Global Holdings, Inc.
    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 532,465 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $8,913,464.

    13F-HR 0001539204-25-000008 filed by Crossmark Global Holdings, Inc.
    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 532,443 shares
    Change vs previous 13F +33,841 shares

    0.13% of the 13F portfolio, value $8,045,214.

    13F-HR 0001539204-25-000006 filed by Crossmark Global Holdings, Inc.
    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 498,602 shares
    Change vs previous 13F +204 shares

    0.14% of the 13F portfolio, value $7,708,387.

    13F-HR 0001539204-25-000004 filed by Crossmark Global Holdings, Inc.
    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 498,398 shares
    Change vs previous 13F +4,421 shares

    0.13% of the 13F portfolio, value $7,222,000.

    13F-HR 0001539204-25-000001 filed by Crossmark Global Holdings, Inc.
    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 493,977 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,239,000.

    13F-HR 0001539204-24-000009 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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