Sumitomo Mitsui Financial Grp shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail 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 Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.3M | 65k | 19.75 |
| 2025-09-30 | $235k | 14k | 16.74 |
| 2025-06-30 | $182k | 12k | 15.35 |
| 2025-03-31 | $180k | 12k | 15.46 |
| 2024-12-31 | $180k | 12k | 14.49 |
| 2024-09-30 | $162k | 13k | 12.63 |
| 2023-12-31 | $114k | 12k | 9.68 |
| 2018-03-31 | $118k | 15k | 8.12 |
| 2017-12-31 | $135k | 14k | 9.51 |
Top funds holding Sumitomo Mitsui Financial Grp
View all funds holding Sumitomo Mitsui Financial Grp