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Sumitomo Mitsui Financial Grp shares owned by Gradient Investments

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $500k 35k 14.49
2024-09-30 $605k 48k 12.63
2024-06-30 $651k 49k 13.41
2024-03-31 $574k 49k 11.77
2023-12-31 $510k 53k 9.68
2023-09-30 $558k 57k 9.85
2023-06-30 $478k 56k 8.60
2023-03-31 $452k 57k 8.00
2022-12-31 $561k 70k 8.02
2022-09-30 $402k 73k 5.50

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Clark Capital Management Group
Northern Trust
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
American Century Companies
Jpmorgan Chase & Co
Invesco

View all funds holding Sumitomo Mitsui Financial Grp