Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SMFG holding history

Sumitomo Mitsui Financial Group, Inc. in every 13F filed by Creative Planning, 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)
883,657
Value
$20.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SMFG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026883,657$20.8M<0.1%+119,073+15.6%AddedHolders
Q1 2026764,584$15.1M<0.1%+101,762+15.4%AddedHolders
Q4 2025662,822$12.8M<0.1%+101,604+18.1%AddedHolders
Q3 2025561,218$9.39M<0.1%+65,453+13.2%AddedHolders
Q2 2025495,765$7.49M<0.1%−75,782−13.3%ReducedHolders
Q1 2025571,547$8.84M<0.1%+94,319+19.8%AddedHolders
Q4 2024477,228$6.92M<0.1%+100,738+26.8%AddedHolders
Q3 2024376,490$4.76M<0.1%+18,575+5.2%AddedHolders
Q2 2024357,915$4.80M<0.1%+49,563+16.1%AddedHolders
Q1 2024308,352$3.63M<0.1%+63,361+25.9%AddedHolders
Q4 2023244,991$2.37M<0.1%+18,171+8.0%AddedHolders
Q3 2023226,820$2.23M<0.1%+30,733+15.7%AddedHolders
Q2 2023196,087$1.69M<0.1%+37,916+24.0%AddedHolders
Q1 2023158,171$1.27M<0.1%+31,136+24.5%AddedHolders
Q4 2022127,035$1.02M<0.1%+2,591+2.1%AddedHolders
Q3 2022124,444$684.0K<0.1%+42,815+52.5%AddedHolders
Q2 202281,629$482.0K<0.1%+30,860+60.8%AddedHolders
Q1 202250,769$318.0K<0.1%+2,942+6.2%AddedHolders
Q4 202147,827$325.0K<0.1%+993+2.1%AddedHolders
Q3 202146,834$328.0K<0.1%+21,187+82.6%AddedHolders
Q2 202125,647$177.0K<0.1%−18,056−41.3%ReducedHolders
Q1 202143,703$317.0K<0.1%––Holders

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