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Livermore
Livermore
ZHEN

Keel Point, LLC

SEC CIK
0001386935
Latest filing
Aug 14, 2026

SMFG holding history

Sumitomo Mitsui Financial Group, Inc. in every 13F filed by Keel Point, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings

Shares (Q2 2026)
11,952
Value
$281.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SMFG by Keel Point, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,952$281.8K<0.1%+1,692+16.5%AddedHolders
Q1 202610,260$202.6K<0.1%−6,852−40.0%ReducedHolders
Q4 202517,112$330.8K<0.1%−27−0.2%ReducedHolders
Q3 202517,139$286.9K<0.1%+482+2.9%AddedHolders
Q2 202516,657$251.7K<0.1%+361+2.2%AddedHolders
Q1 202516,296$251.9K<0.1%+829+5.4%AddedHolders
Q4 202415,467$224.1K<0.1%−1,330−7.9%ReducedHolders
Q3 202416,797$212.1K<0.1%−280−1.6%ReducedHolders
Q2 202417,077$217.7K<0.1%+3,819+28.8%AddedHolders
Q1 202413,258$156.0K<0.1%+1,416+12.0%AddedHolders
Q4 202311,842$114.6K<0.1%+1,042+9.6%AddedHolders
Q3 202310,800$106.4K<0.1%−720−6.3%ReducedHolders
Q2 202311,520$99.1K<0.1%−2,720−19.1%ReducedHolders
Q1 202314,240$113.9K<0.1%+148+1.1%AddedHolders
Q4 202214,092$113.0K<0.1%−982−6.5%ReducedHolders
Q3 202215,074$83.0K<0.1%−890−5.6%ReducedHolders
Q2 202215,964$99.0K<0.1%+3,484+27.9%AddedHolders
Q1 202212,480$78.0K<0.1%−1,058−7.8%ReducedHolders
Q4 202113,538$92.0K<0.1%+1,145+9.2%AddedHolders
Q3 202112,393$87.0K<0.1%+111+0.9%AddedHolders
Q2 202112,282$85.0K<0.1%−1,606−11.6%ReducedHolders
Q1 202113,888$101.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.