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Sumitomo Mitsui Financial Grp shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $129k 11k 11.77
2023-09-30 $103k 10k 9.85
2019-03-31 $85k 12k 7.07
2018-09-30 $18k 2.3k 7.87
2018-06-30 $16k 2.1k 7.49
2018-03-31 $11k 1.3k 8.31
2017-12-31 $30k 3.5k 8.52

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View all positions for Legacy Financial Advisors

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