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Sumitomo Mitsui Financial Grp shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $655k 28k 23.58
2026-03-31 $304k 15k 19.75
2025-12-31 $200k 10k 19.33
2025-09-30 $242k 15k 16.74
2023-12-31 $108k 11k 9.68

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
FMR
Goldman Sachs Group
BlackRock
Northern Trust
Clark Capital Management Group
Fisher Investments
Dimensional Fund Advisors
American Century Companies
Citadel Advisors
Envestnet Asset Management
Wells Fargo & Company
Bank of America Corporation
Renaissance Technologies
Ferguson Wellman Capital Management

View all funds holding Sumitomo Mitsui Financial Grp