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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
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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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
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Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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