Richard Pzena's SMFG Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 32,548 shares of Sumitomo Mitsui Financial Group, Inc. (SMFG) worth $642,814, representing 0.00% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in SMFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 90,408 shares. Largest reduction occurred in Q2 2022, reducing 108,562 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Sumitomo Mitsui Financial Group (SMFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sumitomo Mitsui Financial Group (SMFG) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,075 | Add 14.31% | 32,548 | $19.75 |
| Q4 2025 | +3,786 | Add 15.34% | 28,473 | $19.33 |
| Q3 2025 | +635 | Add 2.64% | 24,687 | $16.74 |
| Q2 2025 | +1,918 | Add 8.67% | 24,052 | $15.11 |
| Q1 2025 | +2,515 | Add 12.82% | 22,134 | $15.46 |
| Q4 2024 | +1,004 | Add 5.39% | 19,619 | $14.49 |
| Q3 2024 | -3,441 | Reduce 15.60% | 18,615 | $12.63 |
| Q2 2024 | -683 | Reduce 3.00% | 22,056 | $13.41 |
| Q1 2024 | -415 | Reduce 1.79% | 22,739 | $11.77 |
| Q3 2023 | -500 | Reduce 2.11% | 23,154 | $9.85 |
| Q1 2023 | -3,500 | Reduce 12.89% | 23,654 | $8.00 |
| Q4 2022 | +27,154 | New Buy | 27,154 | $8.02 |
| Q2 2022 | -108,562 | Sold Out | 0 | $0.00 |
| Q4 2021 | +90,408 | Add 498.01% | 108,562 | $6.79 |
| Q3 2021 | +18,154 | New Buy | 18,154 | $7.00 |
Richard Pzena's Sumitomo Mitsui Financial Group Investment FAQs
Richard Pzena first purchased Sumitomo Mitsui Financial Group, Inc. (SMFG) in Q3 2021, acquiring 18,154 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Sumitomo Mitsui Financial Group, Inc. (SMFG) for 18 quarters since Q3 2021.
Richard Pzena's largest addition to Sumitomo Mitsui Financial Group, Inc. (SMFG) was in Q4 2021, adding 108,562 shares worth $737,000.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 32,548 shares of Sumitomo Mitsui Financial Group, Inc. (SMFG), valued at approximately $642,814.
As of the Q1 2026 filing, Sumitomo Mitsui Financial Group, Inc. (SMFG) represents approximately 0.00% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Sumitomo Mitsui Financial Group, Inc. (SMFG) was 108,562 shares, as reported at the end of Q4 2021.