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Sumitomo Mitsui Financial Grp shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Trifecta Capital 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5k 106 23.58

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
FMR
Goldman Sachs Group
BlackRock
Fisher Investments
Northern Trust
Clark Capital Management Group
American Century Companies
Dimensional Fund Advisors
Envestnet Asset Management
Wells Fargo & Company
Quantinno Capital Management
Bank of America Corporation
Ferguson Wellman Capital Management
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