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Sumitomo Mitsui Financial Grp shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $275k 14k 19.33
2025-09-30 $244k 15k 16.74
2025-06-30 $204k 14k 15.11
2025-03-31 $157k 10k 15.46

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Top funds holding Sumitomo Mitsui Financial Grp

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
Millennium Management

View all funds holding Sumitomo Mitsui Financial Grp