Sumitomo Mitsui Financial Group, Inc.

Advisors Asset Management, Inc. SMFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/12/2026

Shares

117,464

Value ($000)

2,271

Weight

0.0%

2013 Q4 - 2025 Q4 (27 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/12/2026	2,271	0.0%	117,464	12/31/2025
2025 Q3	11/6/2025	1,630	0.0%	97,355	9/30/2025
2025 Q2	8/12/2025	1,241	0.0%	82,101	6/30/2025
2025 Q1	5/15/2025	1,039	0.0%	67,234	3/31/2025
2024 Q4	2/10/2025	935	0.0%	64,535	12/31/2024
2024 Q3	11/8/2024	743	0.0%	58,857	9/30/2024
2024 Q2	8/14/2024	694	0.0%	51,718	6/30/2024
2024 Q1	5/14/2024	474	0.0%	40,312	3/31/2024
2023 Q4	2/14/2024	322	0.0%	33,316	12/31/2023
2023 Q3	11/14/2023	345	0.0%	34,975	9/30/2023
2023 Q2	8/14/2023	329	0.0%	38,301	6/30/2023
2023 Q1	5/12/2023	658	0.0%	82,232	3/31/2023
2022 Q4	2/13/2023	684	0.0%	85,254	12/31/2022
2022 Q3	11/8/2022	629	0.0%	114,305	9/30/2022
2022 Q2	8/8/2022	725	0.0%	122,799	6/30/2022
2022 Q1	5/17/2022	937	0.0%	149,455	3/31/2022
2021 Q4	2/15/2022	703	0.0%	103,547	12/31/2021
2021 Q3	11/12/2021	617	0.0%	87,972	9/30/2021
2021 Q2	7/30/2021	402	0.0%	58,291	6/30/2021
2021 Q1	5/7/2021	529	0.0%	72,970	3/31/2021
2020 Q4	2/12/2021	509	0.0%	82,563	12/31/2020
2020 Q3	11/16/2020	754	0.0%	134,905	9/30/2020
2020 Q2	8/12/2020	977	0.0%	173,920	6/30/2020
2020 Q1	5/15/2020	1,030	0.0%	215,120	3/31/2020
2019 Q4	5/20/2020	1,656	0.0%	223,545	12/31/2019
2014 Q1	5/15/2014	1,808	0.0%	209,024	3/31/2014
2013 Q4	2/3/2014	1,652	0.0%	157,463	12/31/2013