Checchi Capital Advisers »

Sumitomo Mitsui Financial Grp shares owned by Checchi Capital Advisers

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Checchi Capital Advisers from 13F filings

Historical chart of Checchi Capital Advisers investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Checchi Capital Advisers 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 Checchi Capital Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $513k 44k 11.77
2023-12-31 $416k 43k 9.68
2023-09-30 $448k 45k 9.85
2023-06-30 $340k 40k 8.60
2023-03-31 $291k 36k 8.00
2022-12-31 $293k 37k 8.02
2022-09-30 $197k 36k 5.50
2022-06-30 $211k 33k 6.39
2022-03-31 $201k 32k 6.27
2021-12-31 $219k 32k 6.79
2021-09-30 $270k 39k 7.01
2021-06-30 $266k 39k 6.88
2021-03-31 $290k 40k 7.25
2020-12-31 $238k 39k 6.16
2020-09-30 $203k 36k 5.58
2020-06-30 $229k 41k 5.63
2020-03-31 $196k 41k 4.79
2019-12-31 $395k 53k 7.42
2019-09-30 $289k 42k 6.83
2019-06-30 $250k 36k 7.05
2019-03-31 $275k 39k 7.02
2018-12-31 $251k 39k 6.52
2018-09-30 $330k 41k 8.03
2018-06-30 $319k 41k 7.78
2018-03-31 $310k 37k 8.50
2017-12-31 $409k 47k 8.69
2017-09-30 $251k 33k 7.69
2017-06-30 $276k 35k 7.85
2017-03-31 $310k 43k 7.25
2016-12-31 $313k 41k 7.65
2016-09-30 $250k 37k 6.74
2016-06-30 $170k 30k 5.73
2016-03-31 $180k 30k 6.02
2015-12-31 $198k 26k 7.61
2015-09-30 $149k 20k 7.65
2015-06-30 $201k 23k 8.89
2015-03-31 $154k 20k 7.74

More positions owned by Checchi Capital Advisers

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Spdr Ser Tr Bloomberg Intl T (BWX)
Ishares Tr Intl Trea Bd Etf (IGOV)
Ishares Gold Tr Ishares New (IAU)
Ishares Jp Morgan Em Etf (LEMB)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg Short (BWZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Checchi Capital Advisers

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