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Sumitomo Mitsui Financial Grp shares owned by Keel Point

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

Historical chart of Keel Point investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $156k 13k 11.77
2023-12-31 $115k 12k 9.68
2023-09-30 $106k 11k 9.85
2023-06-30 $99k 12k 8.60
2023-03-31 $114k 14k 8.00
2022-12-31 $113k 14k 8.02
2022-09-30 $83k 15k 5.51
2022-06-30 $99k 16k 6.20
2022-03-31 $78k 13k 6.25
2021-12-31 $92k 14k 6.80
2021-09-30 $87k 12k 7.02
2021-06-30 $85k 12k 6.92
2021-03-31 $101k 14k 7.27
2020-12-31 $71k 11k 6.21
2020-09-30 $63k 11k 5.57

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

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