Sumitomo Mitsui Financial Grp shares owned by Drive Wealth Management
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Drive Wealth Management
from 13F filings
Historical chart of Drive Wealth Management investment in Sumitomo Mitsui Financial Grp
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All positions including Sumitomo Mitsui Financial Grp held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sumitomo Mitsui Financial Grp by Drive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 21k | 16.74 |
| 2025-06-30 | $322k | 21k | 15.36 |
| 2025-03-31 | $326k | 21k | 15.46 |
| 2024-12-31 | $313k | 22k | 14.49 |
| 2024-09-30 | $266k | 21k | 12.63 |
| 2024-06-30 | $279k | 21k | 13.41 |
| 2024-03-31 | $240k | 20k | 11.77 |
| 2023-12-31 | $185k | 19k | 9.68 |
| 2023-09-30 | $175k | 18k | 9.85 |
| 2023-06-30 | $135k | 15k | 8.75 |
| 2023-03-31 | $109k | 14k | 8.00 |
| 2022-12-31 | $112k | 14k | 8.02 |
| 2022-09-30 | $74k | 13k | 5.53 |
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