Sumitomo Mitsui Financial Grp shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth 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 Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $122k | 12k | 9.85 |
| 2023-06-30 | $107k | 13k | 8.60 |
| 2023-03-31 | $100k | 13k | 8.00 |
| 2022-06-30 | $113k | 19k | 5.91 |
| 2022-03-31 | $120k | 19k | 6.27 |
| 2019-12-31 | $142k | 19k | 7.40 |
| 2019-09-30 | $131k | 19k | 6.83 |
| 2019-06-30 | $144k | 21k | 7.04 |
| 2019-03-31 | $121k | 17k | 7.01 |
| 2018-12-31 | $102k | 16k | 6.54 |
| 2018-09-30 | $152k | 19k | 8.05 |
| 2018-06-30 | $80k | 10k | 7.75 |
| 2018-03-31 | $141k | 17k | 8.52 |
| 2017-12-31 | $134k | 16k | 8.67 |
Top funds holding Sumitomo Mitsui Financial Grp
View all funds holding Sumitomo Mitsui Financial Grp