Sumitomo Mitsui Financial Grp shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 630k | 16.74 |
| 2025-06-30 | $9.1M | 600k | 15.11 |
| 2025-03-31 | $9.8M | 632k | 15.46 |
| 2024-12-31 | $8.6M | 594k | 14.49 |
| 2024-09-30 | $8.0M | 607k | 13.15 |
| 2024-06-30 | $7.8M | 584k | 13.41 |
| 2024-03-31 | $6.2M | 524k | 11.77 |
| 2023-12-31 | $4.2M | 437k | 9.68 |
| 2023-09-30 | $3.9M | 393k | 9.85 |
| 2023-06-30 | $2.2M | 261k | 8.60 |
| 2023-03-31 | $1.9M | 232k | 8.00 |
| 2022-12-31 | $1.5M | 193k | 8.02 |
| 2022-09-30 | $2.3M | 412k | 5.50 |
| 2022-06-30 | $2.2M | 374k | 5.90 |
| 2022-03-31 | $4.8M | 768k | 6.27 |
| 2021-12-31 | $5.9M | 874k | 6.79 |
| 2021-09-30 | $6.6M | 936k | 7.01 |
| 2021-06-30 | $3.4M | 487k | 6.89 |
| 2021-03-31 | $2.5M | 341k | 7.25 |
| 2020-12-31 | $1.6M | 265k | 6.17 |
| 2020-09-30 | $1.4M | 258k | 5.59 |
| 2020-06-30 | $1.2M | 207k | 5.62 |
| 2020-03-31 | $343k | 72k | 4.79 |
| 2019-12-31 | $399k | 54k | 7.40 |
| 2019-09-30 | $160k | 23k | 6.84 |
| 2019-06-30 | $191k | 27k | 7.05 |
| 2019-03-31 | $179k | 26k | 7.01 |
| 2018-12-31 | $154k | 24k | 6.52 |
| 2018-09-30 | $256k | 32k | 8.02 |
| 2018-06-30 | $238k | 31k | 7.78 |
| 2018-03-31 | $234k | 28k | 8.51 |
| 2017-12-31 | $63k | 7.2k | 8.75 |
| 2017-09-30 | $10k | 1.3k | 7.59 |
| 2017-06-30 | $8.0k | 1.1k | 7.50 |
| 2017-03-31 | $10k | 1.3k | 7.56 |
| 2014-03-31 | $299k | 35k | 8.64 |
| 2013-12-31 | $335k | 36k | 9.22 |
| 2013-09-30 | $333k | 34k | 9.72 |
| 2013-06-30 | $335k | 36k | 9.22 |
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