Vault-13

SUMITOMO MITSUI FINL GROUP I SMFG

SPONSORED ADR · ADR · CUSIP 86562M209

459 institutional holders +13 vs Q1 2026
133,613,072133.6m shares reported held*
$3.2bnreported value*
61 new 229 added 93 reduced 43 sold out net bought ≈ $243.6m (+10.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.60. Options: 6 managers hold calls ($65.3m notional), 4 hold puts ($11.2m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 243Q4 22: 258Q1 23: 264Q2 23: 265Q3 23: 274Q4 23: 308Q1 24: 310Q2 24: 325Q3 24: 334Q4 24: 349Q1 25: 359Q2 25: 373Q3 25: 396Q4 25: 424Q1 26: 446Q2 26: 459459Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022243
Q4 2022258
Q1 2023264
Q2 2023265
Q3 2023274
Q4 2023308
Q1 2024310
Q2 2024325
Q3 2024334
Q4 2024349
Q1 2025359
Q2 2025373
Q3 2025396
Q4 2025424
Q1 2026446
Q2 2026459

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 179 bought or addedQ3 24: 137 cut or sold outQ4 24: 183 bought or addedQ4 24: 128 cut or sold outQ4 24Q1 25: 197 bought or addedQ1 25: 133 cut or sold outQ2 25: 200 bought or addedQ2 25: 151 cut or sold outQ2 25Q3 25: 228 bought or addedQ3 25: 135 cut or sold outQ4 25: 246 bought or addedQ4 25: 132 cut or sold outQ4 25Q1 26: 262 bought or addedQ1 26: 143 cut or sold outQ2 26: 290 bought or addedQ2 26: 136 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024179137
Q4 2024183128
Q1 2025197133
Q2 2025200151
Q3 2025228135
Q4 2025246132
Q1 2026262143
Q2 2026290136

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60m$80mQ3 25 calls: $52.8mQ3 25 puts: $321.1kQ3 25P/C 0.01Q4 25 calls: $60.4mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $45.8mQ1 26 puts: $11.2mQ1 26P/C 0.25Q2 26 calls: $65.3mQ2 26 puts: $11.2mQ2 26P/C 0.17
Numbers
QuarterCallsPutsP/C
Q3 2025$52.8m$321.1k0.01
Q4 2025$60.4m$00.00
Q1 2026$45.8m$11.2m0.25
Q2 2026$65.3m$11.2m0.17

Biggest buyers

Fisher Asset Management, LLC Added +3,094,452+3.1m
MORGAN STANLEY Added +2,154,153+2.2m
FMR LLC Added +1,367,852+1.4m
Calamos Advisors LLC Added +617,456+617.5k
JPMORGAN CHASE & CO Added +607,613+607.6k
Quantinno Capital Management LP Added +527,736+527.7k
ROYAL BANK OF CANADA Added +511,467+511.5k
AQR CAPITAL MANAGEMENT LLC Added +495,432+495.4k
AMERICAN CENTURY COMPANIES INC Added +485,077+485.1k
BANK OF MONTREAL /CAN/ Added +445,666+445.7k

Biggest sellers

JANE STREET GROUP, LLC Reduced -1,203,689-1.2m
RENAISSANCE TECHNOLOGIES LLC Reduced -725,700-725.7k
Qube Research & Technologies Ltd Sold out -459,656-459.7k
TORONTO DOMINION BANK Sold out -327,910-327.9k
Massar Capital Management, LP Sold out -320,000-320.0k
CITADEL ADVISORS LLC Sold out -265,505-265.5k
XY Capital Ltd Sold out -175,608-175.6k
Aquatic Capital Management LLC Sold out -165,045-165.0k
Point72 Asset Management, L.P. Sold out -159,100-159.1k
CHILTON INVESTMENT CO INC. Reduced -95,313-95.3k

Biggest calls

JANE STREET GROUP, LLC Added $28.1m1.2m shares
CITADEL ADVISORS LLC Reduced $26.6m1.1m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $10.2m434.3k shares
Walleye Capital LLC New $183.9k7.8k shares
SIMPLEX TRADING, LLC Reduced $82.5k3.5k shares
GROUP ONE TRADING LLC Added $11.8k500 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $10.3m436.3k shares
Walleye Capital LLC New $589.5k25.0k shares
CITADEL ADVISORS LLC New $278.2k11.8k shares
GROUP ONE TRADING LLC Unchanged $2.4k100 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—1$169.9k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-12 Anchi Kazuyuki Sr. Mg. Corp. EO & Group CFO, director Sold 4,000 $42.47 $169.9k4.0k shares -8%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 25,112,52425.1m $592.2m $592.2m 0.03% Added +2.2m +2,154,153
2 FMR LLC 0.01% of their portfolio BOSTON, MA 13,937,22313.9m $328.6m $328.6m 0.01% Added +1.4m +1,367,852
3 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 10,814,66210.8m $255.0m $255.0m 0.03% Added +106.7k +106,660
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 7,854,8027.9m $185.2m $185.2m 0.00% Added +173.2k +173,236
5 Fisher Asset Management, LLC 0.04% of their portfolio PLANO, TX 6,291,3796.3m $148.4m $148.4m 0.04% Added +3.1m +3,094,452
6 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 6,158,4546.2m $145.2m $145.2m 0.02% Reduced -31.2k -31,201
7 Clark Capital Management Group, Inc. 0.49% of their portfolio PHILADELPHIA, PA 3,831,2123.8m $90.3m $90.3m 0.49% Added +48.8k +48,813
8 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 3,493,9823.5m $82.4m $82.4m 0.04% Added +485.1k +485,077
9 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 3,139,7023.1m $74.0m $74.0m 0.01% Added +49.0k +48,961
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 2,263,5302.3m $53.4m $53.4m 0.01% Added +62.2k +62,246
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,146,2022.1m $50.6m $50.6m 0.01% Reduced -14.4k -14,417
12 Quantinno Capital Management LP 0.06% of their portfolio NEW YORK, NY 2,143,5552.1m $50.5m $50.5m 0.06% Added +527.7k +527,736
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,781,7361.8m $42.0m $42.0m 0.00% Reduced -64.6k -64,599
14 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.49% of their portfolio PORTLAND, OR 1,709,7001.7m $40.3m $40.3m 0.49% Reduced -1.8k -1,755
15 Capital Wealth Planning, LLC 0.20% of their portfolio NAPLES, FL 1,659,9621.7m $39.1m $39.1m 0.20% Added +354.2k +354,207
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,525,9281.5m $36.2m $36.2m 0.00% Added +607.6k +607,613
17 CAUSEWAY CAPITAL MANAGEMENT LLC 0.36% of their portfolio LOS ANGELES, CA 1,392,6101.4m $32.8m $32.8m 0.36% Added +125.4k +125,362
18 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 1,340,6541.3m $31.6m $31.6m 0.01% Added +495.4k +495,432
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 1,244,4701.2m $29.3m $29.3m 0.00% Added +154.7k +154,723
20 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 1,023,5721.0m $24.1m $24.1m 0.03% Reduced -725.7k -725,700
21 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 1,022,5571.0m $24.1m $24.1m 0.01% Added +168.0k +167,958
22 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 883,657883.7k $20.8m $20.8m 0.01% Added +119.1k +119,073
23 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 812,854812.9k $19.2m $19.2m 0.02% Added +113.0k +112,960
24 Calamos Advisors LLC 0.07% of their portfolio NAPERVILLE, IL 802,736802.7k $18.9m $18.9m 0.07% Added +617.5k +617,456
25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.09% of their portfolio Stamford, CT 791,559791.6k $18.7m $18.7m 0.09% Added +50.9k +50,925
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 781,157781.2k $18.4m $18.4m 0.00% Added +41.4k +41,376
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 765,357765.4k $18.0m $18.0m 0.00% Added +511.5k +511,467
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 733,542733.5k $17.3m $17.3m 0.00% Added +98.3k +98,275
29 ANDERSON HOAGLAND & CO 1.33% of their portfolio ST LOUIS, MO 717,018717.0k $16.9m $16.9m 1.33% Reduced -8.2k -8,230
30 CCM INVESTMENT ADVISERS LLC 1.24% of their portfolio COLUMBIA, SC 677,598677.6k $16.0m $16.0m 1.24% Added +371.8k +371,836
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 628,286628.3k $14.8m $14.8m 0.00% Added +5.3k +5,251
32 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 597,092597.1k $14.1m $14.1m 0.04% Added +6.4k +6,438
33 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 570,629570.6k $13.5m $13.5m 0.01% Added +10.8k +10,839
34 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 540,271540.3k $13.0m $13.0m 0.02% Reduced -35.0k -34,988
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 500,370500.4k $11.8m $11.8m 0.00% Added +31.6k +31,577
36 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 493,964494.0k $11.6m $11.6m 0.01% Added +19.3k +19,259
37 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 486,147486.1k $11.5m $11.5m 0.00% Added +445.7k +445,666
38 Mariner, LLC 0.01% of their portfolio Overland Park, KS 478,697478.7k $11.3m $11.3m 0.01% Added +43.5k +43,509
39 Crossmark Global Holdings, Inc. 0.15% of their portfolio HOUSTON, TX 476,543476.5k $11.2m $11.2m 0.15% Added +1.9k +1,860
40 Boston Partners 0.01% of their portfolio BOSTON, MA 468,247468.2k $11.1m $11.1m 0.01% Added +31.1k +31,088
41 Ethic Inc. 0.14% of their portfolio NEW YORK, NY 461,574461.6k $10.9m $10.9m 0.14% Added +59.8k +59,829
42 WESTFIELD CAPITAL MANAGEMENT CO LP 0.04% of their portfolio BOSTON, MA 456,612456.6k $10.8m $10.8m 0.04% Reduced -972 -972
43 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 450,625450.6k $10.6m $10.6m 0.00% Added +48.3k +48,314
44 Ramirez Asset Management, Inc. 1.10% of their portfolio NEW YORK, NY 446,780446.8k $10.5m $10.5m 1.10% Added +44.0k +43,969
45 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 439,633439.6k $10.4m $10.4m 0.01% Added +7.9k +7,910
46 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 437,164437.2k $10.3m $10.3m 0.02% Reduced -15.7k -15,696
47 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 414,866414.9k $9.8m $9.8m 0.01% Added +2.0k +1,994
48 QRG CAPITAL MANAGEMENT, INC. 0.08% of their portfolio BERWYN, PA 408,740408.7k $9.6m $9.6m 0.08% Added +63.1k +63,087
49 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 366,043366.0k $8.6m $8.6m 0.04% Reduced -474 -474
50 Moran Wealth Management, LLC 0.22% of their portfolio NAPLES, FL 336,966337.0k $7.9m $7.9m 0.22% Reduced -67.9k -67,903
51 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 329,155329.2k $7.8m $7.8m 0.01% Added +4.6k +4,641
52 Allianz SE 0.08% of their portfolio Munich, 2M 324,970325.0k $7.7m $7.7m 0.08% Added +103.0k +103,000
53 EAGLE GLOBAL ADVISORS LLC 0.25% of their portfolio Houston, TX 320,000320.0k $7.5m $7.5m 0.25% Added +26.0k +26,000
54 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 317,252317.3k $7.5m $7.5m 0.01% Added +70.9k +70,909
55 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 288,600288.6k $6.8m $6.8m 0.01% Added +3.7k +3,681
56 QUADRANT CAPITAL GROUP LLC 0.18% of their portfolio CINCINNATI, OH 280,724280.7k $6.6m $6.6m 0.18% Reduced -257 -257
57 Callan Family Office, LLC 0.12% of their portfolio RADNOR, PA 266,254266.3k $6.3m $6.3m 0.12% Added +10.6k +10,586
58 AUGUSTINE ASSET MANAGEMENT INC 1.25% of their portfolio JACKSONVILLE, FL 262,517262.5k $6.2m $6.2m 1.25% Reduced -1.7k -1,721
59 Vident Advisory, LLC 0.05% of their portfolio Alpharetta, GA 260,095260.1k $6.1m $6.1m 0.05% Added +123 +123
60 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 258,736258.7k $6.1m $6.1m 0.01% Added +64.7k +64,714
61 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 252,927252.9k $6.0m $6.0m 0.01% Added +155.7k +155,724
62 Gradient Investments LLC 0.08% of their portfolio ARDEN HILLS, MN 251,341251.3k $5.9m $5.9m 0.08% Added +14.6k +14,577
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 249,596249.6k $5.9m $5.9m 0.00% Added +14.3k +14,306
64 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 249,369249.4k $5.9m $5.9m 0.01% Reduced -24.4k -24,385
65 Vise Technologies, Inc. 0.07% of their portfolio NEW YORK, NY 248,161248.2k $5.9m $5.9m 0.07% Added +39.5k +39,454
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 242,046242.0k $5.7m $5.7m 0.00% Added +13.7k +13,658
67 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 238,293238.3k $5.6m $5.6m 0.00% Added +45.2k +45,157
68 SIGNATUREFD, LLC 0.07% of their portfolio ATLANTA, GA 235,552235.6k $5.6m $5.6m 0.07% Added +10.9k +10,858
69 Laird Norton Wetherby Trust Company, LLC 0.11% of their portfolio Seattle, WA 231,955232.0k $5.5m $5.5m 0.11% Reduced -3.6k -3,615
70 FACTORY MUTUAL INSURANCE CO 0.05% of their portfolio WALTHAM, MA 230,432230.4k $5.4m $5.4m 0.05% Unchanged
71 Gilman Hill Asset Management, LLC 0.68% of their portfolio NEW CANAAN, CT 211,570211.6k $5.0m $5.0m 0.68% Added +4.8k +4,761
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 211,424211.4k $5.0m $5.0m 0.00% Added +6.5k +6,526
73 Calamos Wealth Management LLC 0.15% of their portfolio NAPERVILLE, IL 206,378206.4k $4.9m $4.9m 0.15% Added +21.1k +21,098
74 Vanguard Personalized Indexing Management, LLC 0.04% of their portfolio OAKLAND, CA 204,401204.4k $4.8m $4.8m 0.04% Added +3.9k +3,867
75 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 196,100196.1k $4.6m $4.6m 0.02% Reduced -94.6k -94,598
76 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 188,474188.5k $4.4m $4.4m 0.00% Reduced -5.5k -5,512
77 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 175,094175.1k $4.1m $4.1m 0.01% Reduced -1.9k -1,896
78 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 173,711173.7k $4.1m $4.1m 0.00% Added +69.7k +69,725
79 Naviter Wealth, LLC 0.37% of their portfolio LITTLE ROCK, AR 172,721172.7k $4.1m $4.1m 0.37% Added +36.8k +36,776
80 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 165,726165.7k $3.9m $3.9m 0.02% New
81 LEE JOHNSON CAPITAL MANAGEMENT, LLC 1.21% of their portfolio FORT WORTH, TX 163,993164.0k $3.9m $3.9m 1.21% New
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 163,083163.1k $3.8m $3.8m 0.00% Added +149.4k +149,438
83 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 162,467162.5k $3.8m $3.8m 0.02% Added +17.0k +16,976
84 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 159,544159.5k $3.8m $3.8m 0.00% Added +17.2k +17,167
85 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 155,052155.1k $3.7m $3.7m 0.00% New
86 Caprock Group, LLC 0.07% of their portfolio BOISE, ID 149,157149.2k $3.6m $3.6m 0.07% Added +2.5k +2,516
87 EVERGREEN CAPITAL MANAGEMENT LLC 0.06% of their portfolio Bellevue, WA 148,899148.9k $3.5m $3.5m 0.06% Added +40.9k +40,888
88 BAROMETER CAPITAL MANAGEMENT INC. 0.94% of their portfolio TORONTO, A6 143,600143.6k $3.4m $3.4m 0.94% Added +16.7k +16,700
89 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 141,675141.7k $3.3m $3.3m 0.05% Added +2.1k +2,085
90 RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio NEW YORK, NY 139,625139.6k $3.3m $3.3m 0.05% Added +3.3k +3,301
91 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.39% of their portfolio MINNEAPOLIS, MN 138,754138.8k $3.3m $3.3m 0.39% Added +673 +673
92 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 137,775137.8k $3.2m $3.2m 0.00% Reduced -7.3k -7,287
93 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 134,555134.6k $3.2m $3.2m 0.00% Unchanged
94 GREENLEAF TRUST 0.03% of their portfolio KALAMAZOO, MI 131,754131.8k $3.1m $3.1m 0.03% Reduced -4.6k -4,583
95 BTC Capital Management, Inc. 0.18% of their portfolio DES MOINES, IA 127,667127.7k $3.0m $3.0m 0.18% Added +5.1k +5,108
96 Pekin Hardy Strauss, Inc. 0.26% of their portfolio CHICAGO, IL 126,375126.4k $3.0m $3.0m 0.26% Added +6.5k +6,450
97 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 123,552123.6k $2.9m $2.9m 0.00% Added +9.6k +9,563
98 Compound Planning, Inc. 0.08% of their portfolio NEW YORK, NY 123,073123.1k $2.9m $2.9m 0.08% Added +9.4k +9,446
99 Diversify Advisory Services, LLC 0.05% of their portfolio SANDY, UT 116,391116.4k $3.1m $3.1m 0.05% New
100 DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio SANDY, UT 116,391116.4k $3.1m $3.1m 0.05% Reduced -2.9k -2,856