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Ramirez Asset Management, Inc.: SMFG position timeline

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

Ramirez Asset Management, Inc. held 446,780 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 446,780 shares
    Change vs previous 13F +43,969 shares

    1.1% of the 13F portfolio, value $10,535,075.

    13F-HR 0001992110-26-000007 filed by Ramirez Asset Management, 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 402,811 shares
    Change vs previous 13F -307,842 shares

    0.96% of the 13F portfolio, value $7,985,728.

    13F-HR 0001992110-26-000005 filed by Ramirez Asset Management, 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 710,653 shares
    Change vs previous 13F +24,383 shares

    1.81% of the 13F portfolio, value $13,736,925.

    13F-HR 0001992110-26-000003 filed by Ramirez Asset Management, 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 686,270 shares
    Change vs previous 13F +180,399 shares

    1.6% of the 13F portfolio, value $11,488,167.

    13F-HR 0001992110-25-000014 filed by Ramirez Asset Management, 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 505,871 shares
    Change vs previous 13F +96,473 shares

    1.16% of the 13F portfolio, value $7,643,707.

    13F-HR 0001992110-25-000010 filed by Ramirez Asset Management, 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 409,398 shares
    Change vs previous 13F -39,616 shares

    1.32% of the 13F portfolio, value $6,329,301.

    13F-HR 0001992110-25-000005 filed by Ramirez Asset Management, 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 449,014 shares
    Change vs previous 13F +14,004 shares

    1.31% of the 13F portfolio, value $6,506,213.

    13F-HR 0001992110-25-000003 filed by Ramirez Asset Management, 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 435,010 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,494,177.

    13F-HR 0001992110-24-000013 filed by Ramirez Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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