Aaron Wealth Advisors »

Sumitomo Mitsui Financial Grp shares owned by Aaron Wealth Advisors

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

Historical chart of Aaron Wealth Advisors investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $627k 50k 12.63
2024-06-30 $558k 42k 13.41
2024-03-31 $447k 38k 11.77
2023-12-31 $219k 23k 9.68
2022-03-31 $2.3M 15k 159.50

More positions owned by Aaron Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Amgen (AMGN)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Flexshares Tr Mornstar Upstr (GUNR)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Freeport-mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Amazon (AMZN)

View all positions for Aaron Wealth Advisors

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
BlackRock
BlackRock
Citadel Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
Cowen And Company
American Century Companies
Jpmorgan Chase & Co

View all funds holding Sumitomo Mitsui Financial Grp