Sumitomo Mitsui Financial Grp shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Sumitomo Mitsui Financial Grp
Tip: Access up to 7 years of quarterly data
All positions including Sumitomo Mitsui Financial Grp held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Capital Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.2M | 154k | 14.49 |
2024-09-30 | $1.4M | 113k | 12.63 |
2024-06-30 | $4.3M | 321k | 13.41 |
2024-03-31 | $2.8M | 236k | 11.77 |
2023-12-31 | $1.1M | 117k | 9.68 |
More positions owned by Capital Wealth Planning
Home Depot (HD)
View all positions for Capital Wealth Planning
Top funds holding Sumitomo Mitsui Financial Grp
View all funds holding Sumitomo Mitsui Financial Grp