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Sumitomo Mitsui Financial Grp shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $447k 23k 19.33
2025-09-30 $370k 22k 16.74
2025-06-30 $348k 23k 15.11
2025-03-31 $364k 24k 15.46
2024-12-31 $359k 25k 14.49
2024-09-30 $320k 25k 12.63

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Top funds holding Sumitomo Mitsui Financial Grp

Goldman Sachs Group
FMR
BlackRock
Northern Trust
Clark Capital Management Group
Citadel Advisors
Dimensional Fund Advisors
American Century Companies
Wells Fargo & Company
Envestnet Asset Management
Renaissance Technologies
Fisher Investments
Quantinno Capital Management
Toronto-Dominion Bank
Jane Street

View all funds holding Sumitomo Mitsui Financial Grp