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Sumitomo Mitsui Financial Grp shares owned by CI Private Wealth

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 91k 11.77
2023-12-31 $887k 92k 9.68
2023-09-30 $971k 100k 9.67
2023-06-30 $838k 100k 8.39
2023-03-31 $783k 98k 8.00
2022-12-31 $434k 54k 8.02

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Wells Fargo & Company
Clark Capital Management Group
Millennium Management
Dimensional Fund Advisors
Northern Trust
Cowen And Company
Envestnet Asset Management
Bank of America Corporation
American Century Companies
Royal Bank of Canada
Anderson Hoagland & Co

View all funds holding Sumitomo Mitsui Financial Grp