Sumitomo Mitsui Financial Grp shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 16k | 16.74 |
| 2025-03-31 | $256k | 17k | 15.46 |
| 2024-12-31 | $184k | 13k | 14.49 |
| 2024-09-30 | $153k | 12k | 12.63 |
| 2024-06-30 | $150k | 11k | 13.41 |
| 2024-03-31 | $129k | 11k | 11.77 |
| 2023-09-30 | $103k | 10k | 9.85 |
| 2019-03-31 | $85k | 12k | 7.07 |
| 2018-09-30 | $18k | 2.3k | 7.87 |
| 2018-06-30 | $16k | 2.1k | 7.49 |
| 2018-03-31 | $11k | 1.3k | 8.31 |
| 2017-12-31 | $30k | 3.5k | 8.52 |
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