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Sumitomo Mitsui Financial Grp shares owned by Wetherby Asset Management

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Wetherby Asset Management from 13F filings

Historical chart of Wetherby Asset Management investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 172k 9.68
2023-09-30 $1.7M 172k 9.85
2023-06-30 $1.4M 165k 8.60
2023-03-31 $1.3M 158k 8.00
2022-12-31 $1.4M 169k 8.02
2022-09-30 $1.1M 192k 5.50
2022-06-30 $845k 143k 5.90
2022-03-31 $1.1M 172k 6.27
2021-12-31 $1.1M 158k 6.79
2021-09-30 $968k 138k 7.01
2021-06-30 $975k 142k 6.89
2021-03-31 $964k 133k 7.25
2020-12-31 $825k 134k 6.17
2020-09-30 $720k 129k 5.59
2020-06-30 $748k 132k 5.66
2020-03-31 $432k 90k 4.79
2019-12-31 $912k 122k 7.50
2019-09-30 $850k 121k 7.00
2019-06-30 $900k 127k 7.08
2019-03-31 $747k 106k 7.08
2018-12-31 $664k 104k 6.41
2018-09-30 $949k 117k 8.09
2018-06-30 $833k 107k 7.77
2018-03-31 $938k 110k 8.50
2017-12-31 $954k 109k 8.77
2017-09-30 $839k 108k 7.76
2017-06-30 $822k 106k 7.76
2017-03-31 $731k 103k 7.08
2016-12-31 $757k 98k 7.76
2016-09-30 $656k 97k 6.75
2016-06-30 $474k 80k 5.93
2016-03-31 $377k 64k 5.87
2015-12-31 $698k 93k 7.53
2015-09-30 $677k 90k 7.56
2015-06-30 $819k 86k 9.47
2015-03-31 $630k 76k 8.28
2014-12-31 $513k 73k 7.05
2014-09-30 $643k 77k 8.33
2014-06-30 $593k 71k 8.33
2014-03-31 $587k 68k 8.65
2013-12-31 $727k 71k 10.26
2013-09-30 $678k 70k 9.73
2013-06-30 $584k 65k 8.97

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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