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Sumitomo Mitsui Financial Grp shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 12k 16.74
2025-06-30 $166k 11k 15.11

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View all positions for Intergy Private Wealth

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Northern Trust
Clark Capital Management Group
Citadel Advisors
Dimensional Fund Advisors
Renaissance Technologies
Wells Fargo & Company
American Century Companies
Envestnet Asset Management
Fisher Investments
Toronto-Dominion Bank
Quantinno Capital Management

View all funds holding Sumitomo Mitsui Financial Grp