Sumitomo Mitsui Financial Group, Inc.

Valeo Financial Advisors, LLC SMFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/4/2026

Shares

24,918

Value ($000)

482

Weight

0.0%

2019 Q4 - 2025 Q4 (19 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	2/4/2026	482	0.0%	24,918	12/31/2025
2025 Q3	11/3/2025	362	0.0%	21,639	9/30/2025
2025 Q2	9/12/2025	311	0.0%	20,582	6/30/2025
2025 Q1	4/30/2025	311	0.0%	20,099	3/31/2025
2024 Q4	1/30/2025	231	0.0%	15,959	12/31/2024
2024 Q3	10/10/2024	201	0.0%	15,946	9/30/2024
2024 Q2	7/10/2024	204	0.0%	15,210	6/30/2024
2024 Q1	4/25/2024	172	0.0%	15,121	3/31/2024
2023 Q4	1/29/2024	146	0.0%	15,121	12/31/2023
2023 Q3	10/20/2023	169	0.0%	17,113	9/30/2023
2023 Q2	7/14/2023	159	0.0%	18,536	6/30/2023
2023 Q1	4/17/2023	136	0.0%	17,003	3/31/2023
2022 Q4	2/9/2023	97	0.0%	12,104	12/31/2022
2021 Q1	4/12/2021	18	0.0%	2,422	3/31/2021
2020 Q4	2/11/2021	5	0.0%	821	12/31/2020
2020 Q3	10/28/2020	7	0.0%	1,209	9/30/2020
2020 Q2	7/20/2020	12	0.0%	2,134	6/30/2020
2020 Q1	4/13/2020	10	0.0%	2,032	3/31/2020
2019 Q4	1/24/2020	15	0.0%	2,032	12/31/2019