Sumitomo Mitsui Financial Grp shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 16k | 16.74 |
| 2025-06-30 | $623k | 41k | 15.11 |
| 2025-03-31 | $222k | 14k | 15.46 |
| 2024-12-31 | $465k | 32k | 14.49 |
| 2024-09-30 | $208k | 16k | 12.63 |
| 2024-06-30 | $869k | 65k | 13.41 |
| 2024-03-31 | $771k | 66k | 11.77 |
| 2023-12-31 | $174k | 18k | 9.68 |
| 2023-09-30 | $193k | 20k | 9.85 |
| 2023-06-30 | $164k | 19k | 8.60 |
| 2023-03-31 | $163k | 20k | 8.00 |
| 2022-12-31 | $318k | 40k | 8.02 |
| 2022-09-30 | $222k | 40k | 5.49 |
| 2022-06-30 | $201k | 34k | 5.89 |
| 2022-03-31 | $164k | 26k | 6.26 |
| 2021-12-31 | $257k | 38k | 6.79 |
| 2021-09-30 | $367k | 52k | 7.01 |
| 2021-06-30 | $329k | 48k | 6.88 |
| 2021-03-31 | $345k | 48k | 7.25 |
| 2020-12-31 | $132k | 21k | 6.18 |
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