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Sumitomo Mitsui Financial Grp shares owned by Vista Wealth Management Group

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

Historical chart of Vista Wealth Management Group investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $169k 11k 15.46
2024-12-31 $152k 11k 14.49

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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