BKM Wealth Management »

Sumitomo Mitsui Financial Grp shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sumitomo Mitsui Financial Grp by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $624k 53k 11.77
2023-12-31 $368k 38k 9.68

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Apple (AAPL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Ftse Emr Mkt Etf (VWO)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

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