Parr Mcknight Wealth Management Group »

Sumitomo Mitsui Financial Grp shares owned by Parr Mcknight Wealth Management Group

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Parr Mcknight Wealth Management Group from 13F filings

Historical chart of Parr Mcknight Wealth Management Group investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Parr Mcknight Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Parr Mcknight Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 150k 16.74
2025-06-30 $2.3M 149k 15.11
2025-03-31 $2.3M 146k 15.46
2024-12-31 $3.5M 242k 14.49

More positions owned by Parr Mcknight Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Lowe's Companies (LOW)
Vanguard Index Fds Mid Cap Etf (VO)
Chevron Corporation (CVX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Parr Mcknight Wealth Management Group

Top funds holding Sumitomo Mitsui Financial Grp

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

View all funds holding Sumitomo Mitsui Financial Grp