Sumitomo Mitsui Financial Grp shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Sumitomo Mitsui Financial Grp
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All positions including Sumitomo Mitsui Financial Grp held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sumitomo Mitsui Financial Grp by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.5M | 62k | 23.58 |
| 2025-12-31 | $656k | 34k | 19.33 |
| 2025-09-30 | $564k | 34k | 16.74 |
| 2025-06-30 | $442k | 29k | 15.11 |
| 2024-12-31 | $289k | 20k | 14.49 |
| 2024-09-30 | $111k | 8.8k | 12.63 |
| 2024-06-30 | $88k | 6.6k | 13.41 |
| 2024-03-31 | $75k | 6.3k | 11.77 |
| 2023-12-31 | $28k | 2.9k | 9.85 |
| 2023-09-30 | $27k | 2.9k | 9.49 |
| 2023-06-30 | $14k | 1.6k | 8.60 |
| 2023-03-31 | $14k | 1.7k | 7.98 |
| 2022-12-31 | $8.9k | 1.1k | 8.02 |
| 2022-09-30 | $5.0k | 883 | 5.66 |
| 2022-06-30 | $6.0k | 1.1k | 5.62 |
| 2022-03-31 | $5.0k | 839 | 5.96 |
| 2021-09-30 | $13k | 1.9k | 6.85 |
| 2021-06-30 | $7.0k | 1.0k | 6.97 |
| 2020-06-30 | $7.0k | 1.3k | 5.26 |
| 2020-03-31 | $13k | 2.7k | 4.79 |
| 2019-12-31 | $21k | 2.9k | 7.30 |
| 2019-09-30 | $22k | 3.2k | 6.92 |
| 2019-06-30 | $19k | 2.7k | 6.99 |
| 2019-03-31 | $999 | 206 | 4.85 |
| 2018-09-30 | $999 | 142 | 7.04 |
| 2018-06-30 | $999 | 142 | 7.04 |
| 2018-03-31 | $999 | 142 | 7.04 |
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