SEC 13F Intelligence

Augustine Asset Management Inc / SMFG

Augustine Asset Management Inc’s Sumitomo Mitsui Fin Grp Inc Position

Does Augustine Asset Management Inc own Sumitomo Mitsui Fin Grp Inc (SMFG)? Yes264.2K shares worth $5M (+1.18% of its 13F portfolio) as of Q1 2026, up from 263.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
264.2K
% of Portfolio
+1.18%
Quarters Held
10
currently held

Position History SMFG

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026264.2K$5M+1.18%
Q4 2025263.7K$5M+1.02%
Q3 2025265.1K$4M+0.89%
Q2 2025265.5K$4M+1.07%
Q1 2025259.9K$4M+1.17%
Q4 2024254.7K$4M+0.97%
Q3 2024256.5K$3M+1.13%
Q2 2024252.7K$3M+1.31%
Q1 2024161.0K$2M+0.79%
Q4 2023161.3K$2M+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Augustine Asset Management Inc’s full portfolio or all institutional holders of SMFG.