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Sumitomo Mitsui Financial Grp shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth 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 Diversify Wealth 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 82k 16.35
2025-06-30 $1.3M 81k 16.31
2025-03-31 $974k 68k 14.34
2024-12-31 $863k 61k 14.13
2024-09-30 $633k 52k 12.28
2024-06-30 $591k 49k 12.07

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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