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Sumitomo Mitsui Financial Grp shares owned by Klingman & Associates

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 8.6k 23.58

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
FMR
Goldman Sachs Group
BlackRock
Fisher Investments
Northern Trust
Clark Capital Management Group
American Century Companies
Dimensional Fund Advisors
Envestnet Asset Management
Wells Fargo & Company
Quantinno Capital Management
Bank of America Corporation
Ferguson Wellman Capital Management
Capital Wealth Planning

View all funds holding Sumitomo Mitsui Financial Grp