Sumitomo Mitsui Financial Grp shares owned by West Family Investments
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by West Family Investments
from 13F filings
Historical chart of West Family Investments investment in Sumitomo Mitsui Financial Grp
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All positions including Sumitomo Mitsui Financial Grp held by West Family Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sumitomo Mitsui Financial Grp by West Family Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 24k | 16.74 |
| 2025-06-30 | $363k | 24k | 15.11 |
| 2025-03-31 | $237k | 15k | 15.46 |
| 2024-12-31 | $390k | 27k | 14.49 |
| 2024-09-30 | $340k | 27k | 12.63 |
| 2024-06-30 | $344k | 26k | 13.41 |
| 2024-03-31 | $250k | 21k | 11.77 |
| 2023-12-31 | $198k | 21k | 9.68 |
| 2023-09-30 | $173k | 18k | 9.85 |
| 2023-06-30 | $143k | 17k | 8.60 |
| 2023-03-31 | $145k | 18k | 8.00 |
| 2022-12-31 | $167k | 21k | 8.02 |
| 2022-09-30 | $584k | 106k | 5.50 |
| 2022-06-30 | $297k | 50k | 5.90 |
| 2022-03-31 | $759k | 121k | 6.27 |
| 2021-12-31 | $818k | 121k | 6.79 |
| 2021-09-30 | $1.0M | 145k | 7.01 |
| 2021-06-30 | $182k | 26k | 6.89 |
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