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The Shimizu Bank (8364) · InitiativeThe securities balance turned to an increaseLatest Earnings (2026-08-03): "Advanced"

Flexible Securities Portfolio Management with Close Monitoring of Market Trends

First written in FY2017-Q1. 3 of 38 entries say "Restated". Latest entry: 2026-08-03.

38entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2017-Q1 – FY2026-H12016: 220162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 220242025: 220252026: 42026
Same theme, other companies
Improving Securities Investment Efficiency in Response to Market TrendsA theme 8 companies write about · 1 as a headwind · 7 as a tailwind

The whole theme swung hardest in 2018: 1 of 6 companies on the "Worse" side.

5 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-03AdvancedEarnings

    「Securities totaled ¥272.9 billion, as we conducted flexible investment operations while closely monitoring market trends. (Up ¥2.1 billion year on year and ¥5.2 billion from the end of the previous fiscal year)」

    The Bank continued conducting flexible investment operations while closely monitoring market trends, and the securities balance increased by ¥5.2 billion from the end of the previous fiscal year.
  2. FY2026The securities balance turned to an increaseAnnual report

    「Securities increased by ¥4.3 billion from the end of the previous fiscal year to ¥267.7 billion, as we conducted flexible investment operations while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, and the securities balance shifted from a decrease at the end of the previous fiscal year to a ¥4.3 billion increase from the end of the previous fiscal year.
  3. FY2026-H1The securities balance turned to an increaseAnnual report

    「Securities increased by ¥21.8 billion from the end of the previous fiscal year to ¥285.2 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, and the securities balance shifted from a decrease at the end of the previous fiscal year to a ¥21.8 billion increase from the end of the previous fiscal year.
  4. FY2025The decline in the securities balance widenedAnnual report

    「Securities decreased by ¥13.4 billion from the end of the previous fiscal year to ¥263.3 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, but the securities balance decreased by ¥13.4 billion from the end of the previous fiscal year.
  5. FY2025-H1The decline in the securities balance widenedAnnual report

    「Securities decreased by ¥24.4 billion from the end of the previous fiscal year to ¥252.3 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, but the securities balance decreased by ¥24.4 billion from the end of the previous fiscal year.
  6. FY2024-Q3The decline in the securities balance widenedAnnual report

    「Securities decreased by ¥3.4 billion from the end of the previous fiscal year to ¥325.1 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, but the decrease in the securities balance from the end of the previous fiscal year expanded from ¥2.5 billion in the previous second quarter to ¥3.4 billion.
  7. FY2024-Q2Securities balance shifted from an increase to a decreaseAnnual report

    「Securities decreased by ¥2.5 billion from the end of the previous fiscal year to ¥326.1 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, but the securities balance shifted from the ¥5.1 billion increase in the previous first quarter to a ¥2.5 billion decrease from the end of the previous fiscal year.
  8. FY2024-Q1The securities balance turned to an increaseAnnual report

    「Securities increased by ¥5.1 billion from the end of the previous fiscal year to ¥333.8 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, and the securities balance shifted from a decrease at the end of the previous fiscal year to a ¥5.1 billion increase from the end of the previous fiscal year.
  9. FY2023Securities balance decreasedAnnual report

    「Securities decreased by ¥6.7 billion from the end of the previous fiscal year to ¥328.6 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, but the securities balance shifted from a ¥25.2 billion increase in the previous fiscal year to a ¥6.7 billion decrease.
  10. FY2023-Q3Securities balance shifted from an increase to a decreaseAnnual report

    「Securities decreased by ¥1.0 billion from the end of the previous fiscal year to ¥334.3 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends, but the securities balance shifted from the ¥7.8 billion increase in the previous second quarter to a ¥1.0 billion decrease.
  11. FY2023-Q2Narrowing increase in securities balanceAnnual report

    「Securities increased by ¥7.8 billion from the end of the previous fiscal year to ¥343.2 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends. The securities balance increased, but the increase narrowed from ¥14.1 billion in the previous quarter.
  12. FY2023-Q1Narrowing increase in securities balanceAnnual report

    「Securities increased by ¥14.1 billion from the end of the previous fiscal year to ¥349.5 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends. The securities balance increased by ¥14.1 billion from the end of the previous fiscal year, but the increase narrowed from ¥25.2 billion at the end of the previous fiscal year.
  13. FY2022The securities balance continued to increaseAnnual report

    「Securities increased by ¥25.2 billion from the end of the previous fiscal year to ¥335.3 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends, and the securities balance increased by ¥25.2 billion from the end of the previous fiscal year.
  14. FY2022-Q3Securities balance shifted from a decrease to an increaseAnnual report

    「Securities increased by ¥26.2 billion from the end of the previous fiscal year to ¥336.3 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends. The securities balance shifted from the ¥4.3 billion decrease in the previous second quarter to a ¥26.2 billion increase from the end of the previous fiscal year.
  15. FY2022-Q2Securities balance shifted from an increase to a decreaseAnnual report

    「Securities decreased by ¥4.3 billion from the end of the previous fiscal year to ¥305.8 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends, but the securities balance shifted from the ¥23.6 billion increase in the previous first quarter to a ¥4.3 billion decrease.
  16. FY2022-Q1Securities balance increased by ¥23.6 billionAnnual report

    「Securities increased by ¥23.6 billion from the end of the previous fiscal year to ¥333.7 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends, and the securities balance increased by ¥23.6 billion from the end of the previous fiscal year.
  17. FY2021The securities balance turned to an increaseAnnual report

    「Securities increased by ¥23.4 billion from the end of the previous fiscal year to ¥310.1 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, and the securities balance shifted from a ¥13.4 billion decrease at the end of the previous fiscal year to a ¥23.4 billion increase.
  18. FY2021-Q3Increase in securities balance acceleratesAnnual report

    「Securities increased by ¥45.6 billion from the end of the previous fiscal year to ¥332.3 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends. The securities balance increased by ¥45.6 billion from the end of the previous fiscal year, and the increase expanded from the ¥30.8 billion increase in the previous second quarter.
  19. FY2021-Q2Increase in securities balance acceleratesAnnual report

    「Securities increased by ¥30.8 billion from the end of the previous fiscal year to ¥317.6 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends. The securities balance increased by ¥30.8 billion from the end of the previous fiscal year, and the increase expanded from the ¥16.8 billion increase in the previous first quarter.
  20. FY2021-Q1Securities balance shifted from a decrease to an increaseAnnual report

    「Securities increased by ¥16.8 billion from the end of the previous fiscal year to ¥303.5 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends. The securities balance shifted from a ¥13.4 billion decrease at the end of the previous fiscal year to a ¥16.8 billion increase from the end of the previous fiscal year.
  21. FY2020Securities balance shifted to a decreaseAnnual report

    「Securities decreased by ¥13.4 billion from the end of the previous fiscal year to ¥286.7 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, but the securities balance shifted from an increase at the end of the previous fiscal year to a ¥13.4 billion decrease.
  22. FY2020-Q3Increase in securities balance acceleratesAnnual report

    「Securities increased by ¥35.4 billion from the end of the previous fiscal year to ¥335.5 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends. The increase in the securities balance from the end of the previous fiscal year expanded from ¥13.9 billion in the previous second quarter to ¥35.4 billion.
  23. FY2020-Q2Increase in securities balance acceleratesAnnual report

    「Securities increased by ¥13.9 billion from the end of the previous fiscal year to ¥314.1 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends. The increase in the securities balance from the end of the previous fiscal year expanded from ¥9.6 billion in the previous first quarter to ¥13.9 billion.
  24. FY2020-Q1Securities balance shifted from a decrease to an increaseAnnual report

    「Securities increased by ¥9.6 billion from the end of the previous fiscal year to ¥309.8 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends. The securities balance shifted from a ¥7.6 billion decrease at the end of the previous fiscal year to a ¥9.6 billion increase.
  25. FY2019Securities balance shifted from an increase to a decreaseAnnual report

    「Securities decreased by ¥7.6 billion from the end of the previous fiscal year to ¥300.1 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, but the securities balance shifted from a ¥54.0 billion increase at the end of the previous fiscal year to a ¥7.6 billion decrease.
  26. FY2019-Q3Narrowing increase in securities balanceAnnual report

    「Securities increased by ¥16.2 billion from the end of the previous fiscal year to ¥324.0 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends. The increase in the securities balance from the end of the previous fiscal year narrowed from ¥42.6 billion in the previous second quarter to ¥16.2 billion.
  27. FY2019-Q2Increase in securities balance acceleratesAnnual report

    「Securities increased by ¥42.6 billion from the end of the previous fiscal year to ¥350.4 billion as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends. The increase in the securities balance from the end of the previous fiscal year expanded from ¥20.6 billion in the previous first quarter to ¥42.6 billion.
  28. FY2019-Q1Narrowing increase in securities balanceAnnual report

    「Securities increased by ¥20.6 billion from the end of the previous fiscal year to ¥328.4 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible securities investment management continued while closely monitoring market trends, and the securities balance increased by ¥20.6 billion from the end of the previous fiscal year. The increase narrowed from ¥54.0 billion at the end of the previous fiscal year.
  29. FY2018Annual increase in securities balance confirmedAnnual report

    「Securities increased by ¥54.0 billion from the end of the previous fiscal year to ¥307.7 billion, as a result of flexible investment management while closely monitoring market trends.」

    Flexible investment management continued while closely monitoring market trends, and the securities balance shifted from a slight decline at the end of the previous fiscal year to a ¥54.0 billion increase.
  30. FY2018-Q3Increase in securities balance acceleratesAnnual report

    「Securities increased by ¥92.9 billion from the end of the previous fiscal year to ¥346.6 billion, as the bank managed the portfolio flexibly while monitoring market trends.」

    The bank continued to manage its securities portfolio flexibly while monitoring market trends, and the increase in the securities balance from the end of the previous fiscal year widened from ¥42.4 billion to ¥92.9 billion.
  31. FY2018-Q2RestatedAnnual report

    「Securities increased by ¥42.4 billion from the end of the previous fiscal year to ¥296.1 billion, as the bank managed the portfolio flexibly while monitoring market trends.」

    The bank continued to manage its securities portfolio flexibly while monitoring market trends, and the securities balance continued to increase from the end of the previous fiscal year.
  32. FY2018-Q1Securities balance increased significantlyAnnual report

    「Securities increased by ¥67.0 billion from the end of the previous fiscal year to ¥320.7 billion, as the bank managed the portfolio flexibly while monitoring market trends.」

    The policy of flexible portfolio management while monitoring market trends continued, and the securities balance increased by ¥67.0 billion from the end of the previous fiscal year.
  33. FY2017Securities balance changed to a slight decreaseAnnual report

    「Securities decreased by ¥0.2 billion from the end of the previous fiscal year to ¥253.7 billion, as the bank managed the portfolio flexibly while monitoring market trends.」

    The policy of flexible portfolio management while monitoring market trends continued, but the balance changed from an increase on a quarterly basis to a decrease of ¥0.2 billion from the end of the previous fiscal year for the full year.
  34. FY2017-Q3RestatedAnnual report

    「Securities increased by ¥54.6 billion from the end of the previous fiscal year to ¥308.6 billion, as the bank managed the portfolio flexibly while monitoring market trends.」

    The policy of managing the securities portfolio flexibly while monitoring market trends continued.
  35. FY2017-Q2RestatedAnnual report

    「Securities increased by ¥22.1 billion from the end of the previous fiscal year to ¥276.1 billion, as the bank managed the portfolio flexibly while monitoring market trends.」

    The bank continued to manage its securities portfolio flexibly while monitoring market trends. The balance increased from the end of the previous fiscal year.
  36. FY2017-Q1First statedAnnual report

    「Securities increased by ¥38.2 billion from the end of the previous fiscal year to ¥292.2 billion, as the bank managed the portfolio flexibly while monitoring market trends.」

    The bank continued to manage its securities portfolio flexibly while monitoring market trends. The balance increased by ¥38.2 billion from the end of the previous fiscal year.
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