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Sumitomo Mitsui Financial Grp shares owned by Bp Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $342k 26k 13.41
2024-03-31 $353k 30k 11.77
2023-12-31 $295k 30k 9.68
2023-09-30 $295k 30k 9.85
2023-06-30 $278k 32k 8.60
2023-03-31 $254k 32k 8.00
2022-12-31 $250k 31k 8.02
2022-09-30 $197k 36k 5.46
2022-06-30 $148k 25k 5.91
2022-03-31 $187k 30k 6.34
2021-12-31 $297k 44k 6.75
2021-09-30 $2.1M 304k 7.01
2021-06-30 $977k 142k 6.89
2021-03-31 $694k 96k 7.25
2020-12-31 $544k 88k 6.17
2020-09-30 $375k 67k 5.60
2020-06-30 $233k 42k 5.61
2020-03-31 $95k 20k 4.77
2019-06-30 $117k 15k 7.67
2019-03-31 $101k 15k 6.69
2018-12-31 $116k 18k 6.41
2018-09-30 $191k 25k 7.72
2018-06-30 $202k 27k 7.51
2018-03-31 $235k 28k 8.36
2017-12-31 $295k 34k 8.68
2017-09-30 $252k 33k 7.70
2017-06-30 $236k 30k 7.87
2017-03-31 $203k 28k 7.26
2016-12-31 $233k 31k 7.64
2016-09-30 $287k 50k 5.73
2016-06-30 $287k 50k 5.73
2016-03-31 $349k 58k 6.01
2015-12-31 $438k 58k 7.60
2015-09-30 $618k 81k 7.63
2015-06-30 $612k 69k 8.89
2015-03-31 $371k 48k 7.75
2014-12-31 $300k 41k 7.28

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iShares MSCI EAFE Small-Cap ET Etf (SCZ)
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iShares 10-20 Year Treasury Bo Etf (TLH)
Vanguard Global ex-U.S. Real E Etf (VNQI)
Apple (AAPL)
Proshares Trust Brookfield Glo Etf (TOLZ)

View all positions for Bp Wealth Management

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
BlackRock
BlackRock
Citadel Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust
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