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Alera Investment Advisors »

Sumitomo Mitsui Financial Grp shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Alera Investment 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 Alera Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$226k	17k	13.41
2022-09-30	$64k	11k	5.95
2022-06-30	$60k	10k	5.88
2019-03-31	$17k	2.4k	7.16
2018-12-31	$10k	1.5k	6.81

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Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

Ishares Russell 1000 Value Etf Etf (IWD)

Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)

Ishares S&p 500 Value Etf Etf (IVE)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Ishares National Muni Bond Etf Etf (MUB)

Ishares U.s. Technology Etf Etf (IYW)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

Ishares Short-term National Muni Bond Etf Etf (SUB)

Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding Sumitomo Mitsui Financial Grp

Goldman Sachs Group

Citadel Advisors

Wells Fargo & Company

Dimensional Fund Advisors

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

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