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Freestone Capital Holdings, LLC

SEC CIK
0001470876
Latest filing
Jul 31, 2026

SMFG holding history

Sumitomo Mitsui Financial Group, Inc. in every 13F filed by Freestone Capital Holdings, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of SMFG by Freestone Capital Holdings, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−11,107−100.0%Sold outHolders
Q4 202411,107$160.9K<0.1%+11,107NewHolders
Q3 20230$00.0%−11,224−100.0%Sold outHolders
Q2 202311,224$96.5K<0.1%−1,626−12.7%ReducedHolders
Q1 202312,850$102.8K<0.1%+235+1.9%AddedHolders
Q4 202212,615$101.2K<0.1%−1,489−10.6%ReducedHolders
Q3 202214,104$78.0K<0.1%−39,659−73.8%ReducedHolders
Q2 202253,763$317.0K<0.1%−264,450−83.1%ReducedHolders
Q1 2022318,213$2.00M0.1%−5,965−1.8%ReducedHolders
Q4 2021324,178$2.20M0.1%−7,253−2.2%ReducedHolders
Q3 2021331,431$2.32M0.1%−28,836−8.0%ReducedHolders
Q2 2021360,267$2.48M0.1%+11,759+3.4%AddedHolders
Q1 2021348,508$2.53M0.1%––Holders

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