Summit Financial »

Sumitomo Mitsui Financial Grp shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $907k 47k 19.33
2025-09-30 $740k 44k 16.74
2025-06-30 $637k 42k 15.11
2025-03-31 $569k 37k 15.46

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Sumitomo Mitsui Financial Grp

FMR
Goldman Sachs Group
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
Jane Street
Causeway Capital Management

View all funds holding Sumitomo Mitsui Financial Grp