Sumitomo Mitsui Financial Grp shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Sumitomo Mitsui Financial Grp
Tip: Access up to 7 years of quarterly data
All positions including Sumitomo Mitsui Financial Grp held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $556k | 44k | 12.63 |
| 2024-06-30 | $535k | 40k | 13.41 |
| 2024-03-31 | $387k | 33k | 11.77 |
| 2023-12-31 | $518k | 54k | 9.68 |
| 2023-09-30 | $931k | 95k | 9.85 |
| 2023-06-30 | $337k | 39k | 8.60 |
| 2023-03-31 | $293k | 37k | 8.00 |
| 2022-12-31 | $273k | 34k | 8.02 |
| 2022-09-30 | $138k | 25k | 5.50 |
| 2022-06-30 | $82k | 14k | 5.93 |
| 2022-03-31 | $101k | 16k | 6.29 |
| 2021-12-31 | $61k | 9.0k | 6.76 |
| 2021-09-30 | $183k | 26k | 7.02 |
| 2021-06-30 | $159k | 23k | 6.90 |
| 2021-03-31 | $152k | 21k | 7.27 |
| 2020-12-31 | $76k | 12k | 6.13 |
| 2020-09-30 | $99k | 18k | 5.61 |
| 2020-06-30 | $79k | 14k | 5.62 |
| 2020-03-31 | $77k | 17k | 4.68 |
| 2019-12-31 | $126k | 17k | 7.47 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors
Top funds holding Sumitomo Mitsui Financial Grp
View all funds holding Sumitomo Mitsui Financial Grp