Sumitomo Mitsui Financial Grp shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $968k | 48k | 20.01 |
| 2025-09-30 | $555k | 35k | 16.08 |
| 2025-06-30 | $370k | 24k | 15.28 |
| 2025-03-31 | $331k | 21k | 15.46 |
| 2024-12-31 | $302k | 21k | 14.49 |
| 2024-06-30 | $272k | 20k | 13.41 |
| 2024-03-31 | $227k | 19k | 11.77 |
| 2023-12-31 | $514k | 53k | 9.68 |
| 2023-09-30 | $616k | 63k | 9.85 |
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