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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

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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