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Sumitomo Mitsui Financial Grp shares owned by Goss Wealth Management

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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $345k 29k 11.77
2023-09-30 $740k 75k 9.85
2023-06-30 $686k 80k 8.60
2022-12-31 $15k 1.9k 8.02
2019-09-30 $110k 16k 6.87
2017-06-30 $5.3k 682 7.70

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View all positions for Goss 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