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
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $39M | 1.7M | 23.58 |
| 2026-03-31 | $26M | 1.3M | 19.75 |
| 2025-12-31 | $21M | 1.1M | 19.45 |
| 2025-09-30 | $13M | 787k | 16.74 |
| 2025-06-30 | $9.0M | 598k | 15.11 |
| 2025-03-31 | $4.2M | 272k | 15.46 |
| 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 |
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