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Sumitomo Mitsui Financial Grp shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $288k 12k 23.67

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
FMR
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Fisher Investments
Northern Trust
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American Century Companies
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Quantinno Capital Management
Bank of America Corporation
Ferguson Wellman Capital Management
Capital Wealth Planning

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