Sumitomo Mitsui Financial Grp shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 54k | 16.74 |
| 2025-06-30 | $878k | 58k | 15.11 |
| 2025-03-31 | $870k | 56k | 15.46 |
| 2024-12-31 | $776k | 54k | 14.49 |
| 2024-09-30 | $812k | 64k | 12.63 |
| 2024-06-30 | $869k | 65k | 13.41 |
| 2024-03-31 | $791k | 67k | 11.77 |
| 2023-12-31 | $680k | 70k | 9.68 |
| 2023-09-30 | $642k | 65k | 9.85 |
| 2023-06-30 | $570k | 66k | 8.60 |
| 2023-03-31 | $552k | 69k | 8.00 |
| 2022-12-31 | $570k | 71k | 8.02 |
| 2022-09-30 | $401k | 73k | 5.50 |
| 2022-06-30 | $418k | 71k | 5.90 |
| 2022-03-31 | $337k | 54k | 6.27 |
| 2021-12-31 | $309k | 46k | 6.79 |
| 2021-09-30 | $286k | 41k | 7.02 |
| 2021-06-30 | $285k | 41k | 6.89 |
| 2021-03-31 | $293k | 40k | 7.24 |
| 2020-12-31 | $175k | 28k | 6.18 |
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