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Sumitomo Mitsui Financial Grp shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 14k 16.74
2025-06-30 $224k 15k 15.11
2025-03-31 $221k 14k 15.46

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Northern Trust
Clark Capital Management Group
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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