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Sumitomo Mitsui Financial Grp shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 18k 11.77
2021-09-30 $77k 11k 7.00
2018-09-30 $83k 10k 8.07
2018-06-30 $80k 10k 7.78

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

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