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Sumitomo Mitsui Financial Grp shares owned by Acumen Wealth Advisors

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

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

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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 616 19.75

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
FMR
Goldman Sachs Group
BlackRock
Northern Trust
Clark Capital Management Group
Fisher Investments
Dimensional Fund Advisors
Citadel Advisors
American Century Companies
Envestnet Asset Management
Wells Fargo & Company
Renaissance Technologies
Bank of America Corporation
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