Sumitomo Mitsui Financial Grp shares owned by PDS Planning
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $826k | 49k | 16.74 |
| 2025-06-30 | $711k | 47k | 15.11 |
| 2025-03-31 | $711k | 46k | 15.46 |
| 2024-12-31 | $627k | 43k | 14.49 |
| 2024-09-30 | $557k | 44k | 12.63 |
| 2024-03-31 | $503k | 43k | 11.77 |
| 2023-12-31 | $399k | 41k | 9.68 |
| 2023-09-30 | $390k | 40k | 9.85 |
| 2023-06-30 | $323k | 38k | 8.60 |
| 2023-03-31 | $237k | 30k | 8.00 |
| 2022-12-31 | $92k | 12k | 8.02 |
| 2022-09-30 | $105k | 19k | 5.49 |
| 2022-06-30 | $85k | 14k | 5.93 |
| 2022-03-31 | $90k | 14k | 6.26 |
| 2021-12-31 | $118k | 17k | 6.78 |
| 2021-09-30 | $151k | 22k | 7.01 |
| 2021-06-30 | $163k | 24k | 6.88 |
| 2021-03-31 | $129k | 18k | 7.23 |
| 2020-12-31 | $111k | 18k | 6.17 |
| 2020-09-30 | $93k | 17k | 5.58 |
| 2020-06-30 | $87k | 15k | 5.64 |
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