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Sumitomo Mitsui Financial Grp shares owned by Louisbourg Investments

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Louisbourg Investments from 13F filings

Historical chart of Louisbourg Investments investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Louisbourg Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 27k 16.74
2025-06-30 $403k 27k 15.11
2025-03-31 $412k 27k 15.46
2024-12-31 $386k 27k 14.49
2024-09-30 $337k 27k 12.63
2024-06-30 $357k 27k 13.41
2024-03-31 $314k 27k 11.77
2023-12-31 $258k 27k 9.68

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Top funds holding Sumitomo Mitsui Financial Grp

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