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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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $549k | 33k | 16.73 |
| 2025-06-30 | $558k | 37k | 15.11 |
| 2025-03-31 | $597k | 39k | 15.46 |
| 2024-12-31 | $560k | 39k | 14.49 |
| 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 |
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