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Sumitomo Mitsui Financial Grp shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 92k 12.63
2024-06-30 $1.2M 90k 13.41
2024-03-31 $1.1M 91k 11.77
2023-12-31 $887k 92k 9.68
2023-09-30 $971k 100k 9.67
2023-06-30 $838k 100k 8.39
2023-03-31 $783k 98k 8.00
2022-12-31 $434k 54k 8.02

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
BlackRock
BlackRock
Citadel Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
Cowen And Company
American Century Companies
Jpmorgan Chase & Co

View all funds holding Sumitomo Mitsui Financial Grp