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Sumitomo Mitsui Financial Grp shares owned by Westwood Holdings

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

Historical chart of Westwood Holdings investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $540k 43k 12.63
2024-06-30 $642k 48k 13.41
2024-03-31 $563k 48k 11.77
2023-09-30 $1.0M 103k 9.85
2023-06-30 $884k 103k 8.60
2023-03-31 $762k 95k 8.00
2022-12-31 $763k 95k 8.02
2022-09-30 $524k 95k 5.50
2022-06-30 $701k 119k 5.90
2022-03-31 $748k 119k 6.27
2021-12-31 $17M 2.6M 6.79
2021-09-30 $17M 2.4M 7.01
2021-06-30 $18M 2.6M 6.89