Venturi Wealth Management »

Sumitomo Mitsui Financial Grp shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Venturi Wealth Management 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 Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $987k 42k 23.58
2026-03-31 $724k 37k 19.75
2025-12-31 $595k 31k 19.33
2025-09-30 $256k 15k 16.74
2025-06-30 $184k 12k 15.11
2024-12-31 $16k 1.1k 14.49
2024-09-30 $12k 973 12.63
2024-06-30 $2.0k 147 13.42

More positions owned by Venturi Wealth Management

iShares Russell 1000 Growth ETF Etf (IWF)
iShares Inc Core Etf (IEMG)
SPDR Portfolio S&P Etf (SPYM)
iShares Trust Core Etf (IEFA)
iShares Core S&P Etf (IJR)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Micron Technology Common Stock (MU)
Capital Group Etf (CGIE)
Alphabet Inc Cap STK Common Stock (GOOGL)
Vanguard Russell Etf (VTWO)
Microsoft Common Stock (MSFT)
iShares Russell 2000 Etf (IWM)
Broadcom Common Stock (AVGO)
Kla Corp Common Stock (KLAC)

View all positions for Venturi Wealth Management

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
Capital Wealth Planning

View all funds holding Sumitomo Mitsui Financial Grp