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Sumitomo Mitsui Financial Grp shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 32k 12.63
2024-06-30 $426k 32k 13.41
2024-03-31 $411k 35k 11.77
2023-09-30 $2.3M 237k 9.85
2023-06-30 $2.0M 236k 8.60
2023-03-31 $1.9M 240k 8.00