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Sumitomo Mitsui Financial Grp shares owned by Athena Wealth Management

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

Historical chart of Athena 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 Athena 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 Athena Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $275k 14k 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
Ferguson Wellman Capital Management

View all funds holding Sumitomo Mitsui Financial Grp