Sumitomo Mitsui Financial Grp shares owned by Choate Investment Advisors
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Choate Investment Advisors
from 13F filings
Historical chart of Choate Investment Advisors investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Choate Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $289k | 15k | 19.75 |
| 2025-12-31 | $272k | 14k | 19.33 |
| 2025-09-30 | $235k | 14k | 16.74 |
| 2025-06-30 | $213k | 14k | 15.11 |
| 2025-03-31 | $227k | 15k | 15.46 |
| 2024-12-31 | $157k | 11k | 14.49 |
| 2014-09-30 | $105k | 13k | 8.20 |
| 2014-06-30 | $108k | 13k | 8.47 |
| 2014-03-31 | $111k | 13k | 8.65 |
| 2013-12-31 | $134k | 13k | 10.49 |
| 2013-09-30 | $124k | 13k | 9.73 |
| 2013-06-30 | $118k | 13k | 9.22 |
| 2013-03-31 | $104k | 13k | 8.14 |
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