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Sumitomo Mitsui Financial Grp shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Aprio Wealth 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 17k 16.74
2025-06-30 $240k 16k 15.11
2025-03-31 $320k 21k 15.46
2024-12-31 $207k 14k 14.49
2024-09-30 $149k 12k 12.63
2024-06-30 $147k 11k 13.41

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Top funds holding Sumitomo Mitsui Financial Grp

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

View all funds holding Sumitomo Mitsui Financial Grp