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Sumitomo Mitsui Financial Grp shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 89k 12.63
2024-03-31 $1.0M 89k 11.77
2023-12-31 $854k 86k 9.96
2023-09-30 $3.1M 315k 9.85
2023-06-30 $2.9M 338k 8.60
2023-03-31 $2.3M 293k 8.00
2019-12-31 $0 30 0.00

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
BlackRock
BlackRock
Citadel Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
Cowen And Company
American Century Companies
Jpmorgan Chase & Co

View all funds holding Sumitomo Mitsui Financial Grp