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Sumitomo Mitsui Financial Grp shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Marshall Investment 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8k 75 23.59

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Spdr Gold Common Stock (GLD)
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Invesco S&p MF Closed and MF Open (XMHQ)
Berkshire Hathaway Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Apple Common Stock (AAPL)
Fidelity Fundamental MF Closed and MF Open (FFLG)
Crowdstrike Holdings Common Stock (CRWD)
Fidelity Enhanced MF Closed and MF Open (FELV)
Alphabet Common Stock (GOOG)
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First Trust MF Closed and MF Open (RDVY)
Nvidia Corp Common Stock (NVDA)
Taiwan Semiconductor Common Stock (TSM)

View all positions for Marshall Investment Management

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