Sumitomo Mitsui Financial Grp shares owned by Assetmark
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Assetmark
from 13F filings
Historical chart of Assetmark investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Assetmark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 150k | 19.33 |
| 2025-09-30 | $1.7M | 102k | 16.74 |
| 2025-06-30 | $889k | 59k | 15.11 |
| 2025-03-31 | $473k | 31k | 15.46 |
| 2024-12-31 | $272k | 19k | 14.49 |
| 2024-09-30 | $110k | 8.7k | 12.63 |
| 2024-06-30 | $95k | 7.1k | 13.41 |
| 2024-03-31 | $81k | 6.9k | 11.77 |
| 2023-12-31 | $64k | 6.6k | 9.68 |
| 2023-09-30 | $57k | 5.8k | 9.85 |
| 2023-06-30 | $50k | 5.8k | 8.60 |
| 2023-03-31 | $46k | 5.8k | 8.00 |
| 2022-12-31 | $73k | 9.1k | 8.02 |
| 2022-09-30 | $22k | 4.0k | 5.51 |
| 2022-06-30 | $24k | 4.0k | 6.01 |
| 2022-03-31 | $46k | 7.4k | 6.21 |
| 2021-12-31 | $27k | 4.0k | 6.77 |
| 2021-09-30 | $28k | 4.0k | 7.02 |
| 2021-06-30 | $27k | 4.0k | 6.77 |
| 2021-03-31 | $29k | 4.1k | 7.15 |
| 2020-12-31 | $22k | 3.6k | 6.17 |
| 2020-09-30 | $116k | 21k | 5.57 |
| 2020-06-30 | $104k | 19k | 5.63 |
| 2020-03-31 | $92k | 19k | 4.80 |
| 2019-12-31 | $153k | 21k | 7.41 |
| 2019-09-30 | $145k | 21k | 6.85 |
| 2019-06-30 | $143k | 20k | 7.05 |
| 2019-03-31 | $124k | 18k | 7.03 |
| 2018-12-31 | $102k | 16k | 6.53 |
| 2018-09-30 | $110k | 14k | 8.03 |
| 2018-06-30 | $83k | 11k | 7.77 |
| 2018-03-31 | $105k | 12k | 8.52 |
| 2017-12-31 | $85k | 9.8k | 8.68 |
| 2017-09-30 | $64k | 8.3k | 7.74 |
| 2017-06-30 | $54k | 6.8k | 7.91 |
| 2017-03-31 | $28k | 3.8k | 7.37 |
| 2016-12-31 | $22k | 2.9k | 7.57 |
| 2016-09-30 | $26k | 3.8k | 6.82 |
| 2016-06-30 | $32k | 5.6k | 5.70 |
| 2016-03-31 | $38k | 6.3k | 6.01 |
| 2015-12-31 | $103k | 14k | 7.59 |
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