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Disclosery

BTC Capital Management, Inc.: SMFG position timeline

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

BTC Capital Management, Inc. held 127,667 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 127,667 shares
    Change vs previous 13F +5,108 shares

    0.18% of the 13F portfolio, value $3,010,385.

    13F-HR 0001611848-26-000009 filed by BTC Capital 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 122,559 shares
    Change vs previous 13F +2,374 shares

    0.16% of the 13F portfolio, value $2,420,556.

    13F-HR 0001611848-26-000007 filed by BTC Capital 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 120,185 shares
    Change vs previous 13F -64,732 shares

    0.16% of the 13F portfolio, value $2,324,530.

    13F-HR 0001611848-26-000003 filed by BTC Capital 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 184,917 shares
    Change vs previous 13F +18,907 shares

    0.21% of the 13F portfolio, value $3,094,909.

    13F-HR 0001611848-25-000008 filed by BTC Capital 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 166,010 shares
    Change vs previous 13F +7,000 shares

    0.2% of the 13F portfolio, value $2,508,413.

    13F-HR 0001085146-25-003740 filed by BTC Capital 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 159,010 shares
    Change vs previous 13F +6,364 shares

    0.22% of the 13F portfolio, value $2,458,295.

    13F-HR 0001085146-25-001923 filed by BTC Capital 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 152,646 shares
    Change vs previous 13F -15,130 shares

    0.2% of the 13F portfolio, value $2,204,537.

    13F-HR 0001085146-25-000440 filed by BTC Capital 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 167,776 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,119,012.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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