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Sumitomo Mitsui Financial Grp shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 18k 12.63
2024-06-30 $280k 21k 13.41
2024-03-31 $212k 18k 11.77
2021-09-30 $77k 11k 7.00
2018-09-30 $83k 10k 8.07
2018-06-30 $80k 10k 7.78

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View all positions for BSW Wealth Partners

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
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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