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Sumitomo Mitsui Financial Grp shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $169k 18k 9.68
2023-09-30 $536k 54k 9.85
2023-06-30 $1.0M 110k 9.16
2023-03-31 $405k 51k 8.00
2022-12-31 $176k 22k 8.02

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Top funds holding Sumitomo Mitsui Financial Grp

Goldman Sachs Group
Wells Fargo & Company
Millennium Management
Cowen And Company
Dimensional Fund Advisors
Jane Street
Bank of America Corporation
Causeway Capital Management
Royal Bank of Canada
Anderson Hoagland & Co
Jpmorgan Chase & Co
Franklin Resources
Natixis Asset Management Advisors
Gts Securities
Moran Wealth Management

View all funds holding Sumitomo Mitsui Financial Grp