Sumitomo Mitsui Financial Grp shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 155k | 16.74 |
| 2025-06-30 | $2.4M | 158k | 15.11 |
| 2024-12-31 | $2.3M | 162k | 14.49 |
| 2024-09-30 | $2.2M | 177k | 12.63 |
| 2024-06-30 | $2.4M | 178k | 13.41 |
| 2024-03-31 | $2.1M | 176k | 11.77 |
| 2023-12-31 | $1.7M | 172k | 9.68 |
| 2023-09-30 | $1.7M | 172k | 9.85 |
| 2023-06-30 | $1.4M | 165k | 8.60 |
| 2023-03-31 | $1.3M | 158k | 8.00 |
| 2022-12-31 | $1.4M | 169k | 8.02 |
| 2022-09-30 | $1.1M | 192k | 5.50 |
| 2022-06-30 | $845k | 143k | 5.90 |
| 2022-03-31 | $1.1M | 172k | 6.27 |
| 2021-12-31 | $1.1M | 158k | 6.79 |
| 2021-09-30 | $968k | 138k | 7.01 |
| 2021-06-30 | $975k | 142k | 6.89 |
| 2021-03-31 | $964k | 133k | 7.25 |
| 2020-12-31 | $825k | 134k | 6.17 |
| 2020-09-30 | $720k | 129k | 5.59 |
| 2020-06-30 | $748k | 132k | 5.66 |
| 2020-03-31 | $432k | 90k | 4.79 |
| 2019-12-31 | $912k | 122k | 7.50 |
| 2019-09-30 | $850k | 121k | 7.00 |
| 2019-06-30 | $900k | 127k | 7.08 |
| 2019-03-31 | $747k | 106k | 7.08 |
| 2018-12-31 | $664k | 104k | 6.41 |
| 2018-09-30 | $949k | 117k | 8.09 |
| 2018-06-30 | $833k | 107k | 7.77 |
| 2018-03-31 | $938k | 110k | 8.50 |
| 2017-12-31 | $954k | 109k | 8.77 |
| 2017-09-30 | $839k | 108k | 7.76 |
| 2017-06-30 | $822k | 106k | 7.76 |
| 2017-03-31 | $731k | 103k | 7.08 |
| 2016-12-31 | $757k | 98k | 7.76 |
| 2016-09-30 | $656k | 97k | 6.75 |
| 2016-06-30 | $474k | 80k | 5.93 |
| 2016-03-31 | $377k | 64k | 5.87 |
| 2015-12-31 | $698k | 93k | 7.53 |
| 2015-09-30 | $677k | 90k | 7.56 |
| 2015-06-30 | $819k | 86k | 9.47 |
| 2015-03-31 | $630k | 76k | 8.28 |
| 2014-12-31 | $513k | 73k | 7.05 |
| 2014-09-30 | $643k | 77k | 8.33 |
| 2014-06-30 | $593k | 71k | 8.33 |
| 2014-03-31 | $587k | 68k | 8.65 |
| 2013-12-31 | $727k | 71k | 10.26 |
| 2013-09-30 | $678k | 70k | 9.73 |
| 2013-06-30 | $584k | 65k | 8.97 |
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