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Sumitomo Mitsui Financial Grp shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $335 17 19.76

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View all positions for Nvest Wealth Strategies

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
FMR
Goldman Sachs Group
BlackRock
Northern Trust
Clark Capital Management Group
Fisher Investments
Dimensional Fund Advisors
American Century Companies
Citadel Advisors
Envestnet Asset Management
Wells Fargo & Company
Bank of America Corporation
Renaissance Technologies
Ferguson Wellman Capital Management

View all funds holding Sumitomo Mitsui Financial Grp