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Sumitomo Mitsui Financial Grp shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $327k 24k 13.41
2024-03-31 $345k 29k 11.77
2023-09-30 $740k 75k 9.85
2023-06-30 $686k 80k 8.60
2022-12-31 $15k 1.9k 8.02
2019-09-30 $110k 16k 6.87
2017-06-30 $5.3k 682 7.70

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
BlackRock
BlackRock
Citadel Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
Cowen And Company
American Century Companies
Jpmorgan Chase & Co

View all funds holding Sumitomo Mitsui Financial Grp