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Sumitomo Mitsui Financial Grp shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 369k 16.74
2025-06-30 $8.0M 529k 15.11
2025-03-31 $6.9M 445k 15.46
2024-12-31 $4.7M 325k 14.49
2024-09-30 $1.1M 89k 12.63
2024-06-30 $1.0M 78k 13.41
2024-03-31 $896k 76k 11.77
2023-09-30 $2.2M 226k 9.85
2023-06-30 $2.0M 238k 8.60
2023-03-31 $1.7M 215k 8.00
2022-12-31 $2.2M 274k 8.02
2022-09-30 $1.3M 230k 5.50
2022-06-30 $1.1M 193k 5.90
2022-03-31 $1.1M 169k 6.27
2021-12-31 $753k 111k 6.79
2021-09-30 $158k 23k 7.02
2021-06-30 $111k 16k 6.90
2021-03-31 $118k 16k 7.23
2020-12-31 $87k 14k 6.17
2020-09-30 $64k 12k 5.59
2020-06-30 $1.1M 193k 5.62
2020-03-31 $2.4M 500k 4.79
2019-12-31 $4.2M 564k 7.41
2019-09-30 $3.6M 532k 6.84
2019-06-30 $3.5M 496k 7.06
2019-03-31 $282k 40k 7.03
2018-12-31 $279k 43k 6.51
2018-09-30 $327k 41k 8.04
2018-06-30 $309k 40k 7.77
2018-03-31 $276k 33k 8.48
2017-12-31 $291k 34k 8.70
2017-09-30 $259k 34k 7.72
2017-06-30 $261k 33k 7.85
2017-03-31 $389k 54k 7.23
2016-12-31 $408k 53k 7.72
2016-09-30 $352k 53k 6.69
2016-06-30 $282k 51k 5.54
2016-03-31 $121k 20k 5.99
2015-12-31 $131k 17k 7.61
2015-09-30 $273k 35k 7.85
2015-06-30 $390k 44k 8.87
2015-03-31 $112k 14k 7.82
2014-12-31 $98k 14k 7.27
2013-06-30 $98k 11k 9.26

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Top funds holding Sumitomo Mitsui Financial Grp

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Renaissance Technologies
Wells Fargo & Company
American Century Companies
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View all funds holding Sumitomo Mitsui Financial Grp