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Sumitomo Mitsui Financial Grp shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 88k 16.74
2025-06-30 $813k 53k 15.27
2025-03-31 $323k 21k 15.46
2024-12-31 $294k 20k 14.49
2024-09-30 $189k 15k 12.63

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Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Coldstream Capital Management

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Northern Trust
Clark Capital Management Group
Citadel Advisors
Dimensional Fund Advisors
Renaissance Technologies
Wells Fargo & Company
American Century Companies
Envestnet Asset Management
Fisher Investments
Toronto-Dominion Bank
Quantinno Capital Management

View all funds holding Sumitomo Mitsui Financial Grp