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Sumitomo Mitsui Financial Grp shares owned by Werba Rubin Papier Wealth Management

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

Historical chart of Werba Rubin Papier Wealth Management investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Werba Rubin Papier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $248k 21k 11.77
2023-12-31 $197k 20k 9.68
2023-09-30 $220k 22k 9.85
2023-06-30 $170k 20k 8.60
2023-03-31 $156k 20k 8.00
2022-12-31 $164k 21k 8.02

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Top funds holding Sumitomo Mitsui Financial Grp

Goldman Sachs Group
Wells Fargo & Company
Millennium Management
Cowen And Company
Dimensional Fund Advisors
Jane Street
Bank of America Corporation
Causeway Capital Management
Royal Bank of Canada
Anderson Hoagland & Co
Jpmorgan Chase & Co
Franklin Resources
Natixis Asset Management Advisors
Gts Securities
Moran Wealth Management

View all funds holding Sumitomo Mitsui Financial Grp