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Sumitomo Mitsui Financial Grp shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2k 104 11.77

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SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
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Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
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iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Sumitomo Mitsui Financial Grp

Goldman Sachs Group
Wells Fargo & Company
Millennium Management
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
Bleakley Financial Group

View all funds holding Sumitomo Mitsui Financial Grp