Freestone Capital Holdings »

Sumitomo Mitsui Financial Grp shares owned by Freestone Capital Holdings

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

Historical chart of Freestone Capital Holdings investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2024-12-31 $161k 11k 14.49
2023-06-30 $97k 11k 8.60
2023-03-31 $103k 13k 8.00
2022-12-31 $101k 13k 8.02
2022-09-30 $78k 14k 5.53
2022-06-30 $317k 54k 5.90
2022-03-31 $2.0M 318k 6.27
2021-12-31 $2.2M 324k 6.79
2021-09-30 $2.3M 331k 7.01
2021-06-30 $2.5M 360k 6.89
2021-03-31 $2.5M 349k 7.25
2020-12-31 $2.1M 343k 6.17
2020-09-30 $2.4M 423k 5.59
2020-06-30 $2.3M 418k 5.62
2020-03-31 $2.3M 472k 4.79
2019-12-31 $2.0M 273k 7.41
2019-09-30 $1.8M 256k 6.84
2019-06-30 $1.6M 223k 7.06
2019-03-31 $1.4M 204k 7.03
2018-12-31 $1.0M 160k 6.51
2018-09-30 $991k 123k 8.03
2018-06-30 $819k 105k 7.77
2018-03-31 $831k 98k 8.50
2017-12-31 $830k 96k 8.69
2017-09-30 $714k 93k 7.71
2017-06-30 $700k 89k 7.86
2017-03-31 $605k 84k 7.24
2016-12-31 $649k 85k 7.64
2016-09-30 $587k 87k 6.74
2016-06-30 $511k 89k 5.72
2016-03-31 $548k 91k 6.02
2015-12-31 $668k 88k 7.59

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon Put Option (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)

View all positions for Freestone Capital Holdings

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