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Sumitomo Mitsui Financial Grp shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $314k 19k 16.74
2025-06-30 $276k 18k 15.11
2025-03-31 $306k 20k 15.46
2024-12-31 $287k 20k 14.49
2024-09-30 $231k 18k 12.63
2024-06-30 $245k 18k 13.41

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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