Sarah Ketterer's SMFG Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 1.27 M shares of Sumitomo Mitsui Financial Group, Inc. (SMFG) worth $25.03 M, representing 0.31% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Sarah Ketterer has maintained a long-term strategic position in SMFG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 781,851 shares. Largest reduction occurred in Q3 2016, reducing 983,989 shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer'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 Sarah Ketterer
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +89,974 | Add 7.64% | 1.27 M | $19.75 |
| Q4 2025 | +376,371 | Add 46.99% | 1.18 M | $19.33 |
| Q3 2025 | +499,107 | Add 165.38% | 800,903 | $16.74 |
| Q2 2025 | +301,796 | New Buy | 301,796 | $15.11 |
| Q1 2025 | -13,348 | Sold Out | 0 | $0.00 |
| Q4 2024 | -2,771 | Reduce 17.19% | 13,348 | $14.49 |
| Q3 2024 | -2,467 | Reduce 13.27% | 16,119 | $12.63 |
| Q2 2024 | -1,775 | Reduce 8.72% | 18,586 | $13.41 |
| Q1 2024 | -967,948 | Reduce 97.94% | 20,361 | $11.77 |
| Q4 2023 | -44,767 | Reduce 4.33% | 988,309 | $9.68 |
| Q3 2023 | -633,250 | Reduce 38.00% | 1.03 M | $9.85 |
| Q2 2023 | -1,267 | Reduce 0.08% | 1.67 M | $8.60 |
| Q1 2023 | +43,857 | Add 2.70% | 1.67 M | $8.00 |
| Q4 2022 | -105,731 | Reduce 6.11% | 1.62 M | $8.02 |
| Q3 2022 | -146,589 | Reduce 7.81% | 1.73 M | $5.50 |
| Q2 2022 | -102,908 | Reduce 5.20% | 1.88 M | $5.90 |
| Q1 2022 | -39,305 | Reduce 1.95% | 1.98 M | $6.27 |
| Q4 2021 | -270,396 | Reduce 11.81% | 2.02 M | $6.79 |
| Q3 2021 | +8,329 | Add 0.37% | 2.29 M | $7.01 |
| Q2 2021 | +37,204 | Add 1.66% | 2.28 M | $6.89 |
| Q1 2021 | -103,433 | Reduce 4.41% | 2.24 M | $7.25 |
| Q4 2020 | +183,075 | Add 8.46% | 2.35 M | $6.17 |
| Q3 2020 | -80,407 | Reduce 3.58% | 2.16 M | $5.59 |
| Q2 2020 | -299,256 | Reduce 11.77% | 2.24 M | $5.62 |
| Q1 2020 | +589,907 | Add 30.20% | 2.54 M | $4.79 |
| Q4 2019 | -16,053 | Reduce 0.82% | 1.95 M | $7.41 |
| Q3 2019 | -130,789 | Reduce 6.23% | 1.97 M | $6.84 |
| Q2 2019 | +50,233 | Add 2.45% | 2.1 M | $7.06 |
| Q1 2019 | +240,568 | Add 13.30% | 2.05 M | $7.03 |
| Q4 2018 | -249,310 | Reduce 12.11% | 1.81 M | $6.51 |
| Q3 2018 | +9,896 | Add 0.48% | 2.06 M | $8.03 |
| Q2 2018 | +243,917 | Add 13.52% | 2.05 M | $7.77 |
| Q1 2018 | -451,917 | Reduce 20.03% | 1.8 M | $8.50 |
| Q4 2017 | +125,877 | Add 5.91% | 2.26 M | $8.69 |
| Q3 2017 | +781,851 | Add 57.96% | 2.13 M | $7.71 |
| Q2 2017 | +160,438 | Add 13.50% | 1.35 M | $7.86 |
| Q1 2017 | -501,276 | Reduce 29.66% | 1.19 M | $7.25 |
| Q4 2016 | -100,345 | Reduce 5.61% | 1.69 M | $7.44 |
| Q3 2016 | -983,989 | Reduce 35.47% | 1.79 M | $6.75 |
| Q2 2016 | +411,715 | Add 17.43% | 2.77 M | $5.72 |
| Q1 2016 | +256,580 | Add 12.18% | 2.36 M | $6.09 |
| Q4 2015 | +1,270 | Add 0.06% | 2.11 M | $7.59 |
| Q3 2015 | +242,560 | Add 13.03% | 2.1 M | $7.63 |
| Q2 2015 | -309,840 | Reduce 14.27% | 1.86 M | $8.89 |
| Q1 2015 | +340,097 | Add 18.57% | 2.17 M | $7.74 |
| Q4 2014 | -24,141 | Reduce 1.30% | 1.83 M | $7.28 |
| Q3 2014 | +79,058 | Add 4.45% | 1.86 M | $8.20 |
| Q2 2014 | +466,042 | Add 35.55% | 1.78 M | $8.23 |
| Q1 2014 | +416,759 | Add 46.61% | 1.31 M | $8.65 |
| Q4 2013 | +644,346 | Add 258.05% | 894,045 | $10.49 |
| Q3 2013 | +83,830 | Add 50.54% | 249,699 | $9.73 |
| Q2 2013 | +165,870 | Add 0.00% | 165,869 | $9.22 |
Sarah Ketterer's Sumitomo Mitsui Financial Group Investment FAQs
Sarah Ketterer first purchased Sumitomo Mitsui Financial Group, Inc. (SMFG) in Q2 2013, acquiring 165,869 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held Sumitomo Mitsui Financial Group, Inc. (SMFG) for 52 quarters since Q2 2013.
Sarah Ketterer's largest addition to Sumitomo Mitsui Financial Group, Inc. (SMFG) was in Q3 2017, adding 2,130,824 shares worth $16.43 M.
According to the latest 13F filing for Q1 2026, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 1,267,248 shares of Sumitomo Mitsui Financial Group, Inc. (SMFG), valued at approximately $25.03 M.
As of the Q1 2026 filing, Sumitomo Mitsui Financial Group, Inc. (SMFG) represents approximately 0.31% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings.
Sarah Ketterer's peak holding in Sumitomo Mitsui Financial Group, Inc. (SMFG) was 2,774,145 shares, as reported at the end of Q2 2016.