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Sumitomo Mitsui Financial Grp shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 538k 16.74
2025-06-30 $7.1M 472k 15.11
2025-03-31 $7.3M 474k 15.46
2024-12-31 $6.9M 477k 14.49
2024-09-30 $5.9M 468k 12.63
2024-06-30 $6.3M 469k 13.41
2024-03-31 $5.0M 423k 11.77
2023-12-31 $4.3M 442k 9.68

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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