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Sumitomo Mitsui Financial Grp shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream Advisors investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Wealthstream 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $135k 11k 12.63
2024-06-30 $143k 11k 13.41

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Clark Capital Management Group
Northern Trust
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
American Century Companies
Jpmorgan Chase & Co
Invesco

View all funds holding Sumitomo Mitsui Financial Grp