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Sumitomo Mitsui Financial Grp shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.6k 341 19.33
2025-09-30 $5.7k 342 16.74
2025-06-30 $1.9k 127 15.11

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Top funds holding Sumitomo Mitsui Financial Grp

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

View all funds holding Sumitomo Mitsui Financial Grp