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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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 27k | 16.74 |
| 2025-06-30 | $474k | 31k | 15.11 |
| 2025-03-31 | $501k | 32k | 15.46 |
| 2024-12-31 | $480k | 33k | 14.49 |
| 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 |
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