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Sumitomo Mitsui Financial Grp shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $411k 35k 11.77
2023-09-30 $2.3M 237k 9.85
2023-06-30 $2.0M 236k 8.60
2023-03-31 $1.9M 240k 8.00

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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