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Sumitomo Mitsui Financial Grp shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Sumitomo Mitsui Financial Grp

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $896k 76k 11.77
2023-09-30 $2.2M 226k 9.85
2023-06-30 $2.0M 238k 8.60
2023-03-31 $1.7M 215k 8.00
2022-12-31 $2.2M 274k 8.02
2022-09-30 $1.3M 230k 5.50
2022-06-30 $1.1M 193k 5.90
2022-03-31 $1.1M 169k 6.27
2021-12-31 $753k 111k 6.79
2021-09-30 $158k 23k 7.02
2021-06-30 $111k 16k 6.90
2021-03-31 $118k 16k 7.23
2020-12-31 $87k 14k 6.17
2020-09-30 $64k 12k 5.59
2020-06-30 $1.1M 193k 5.62
2020-03-31 $2.4M 500k 4.79
2019-12-31 $4.2M 564k 7.41
2019-09-30 $3.6M 532k 6.84
2019-06-30 $3.5M 496k 7.06
2019-03-31 $282k 40k 7.03
2018-12-31 $279k 43k 6.51
2018-09-30 $327k 41k 8.04
2018-06-30 $309k 40k 7.77
2018-03-31 $276k 33k 8.48
2017-12-31 $291k 34k 8.70
2017-09-30 $259k 34k 7.72
2017-06-30 $261k 33k 7.85
2017-03-31 $389k 54k 7.23
2016-12-31 $408k 53k 7.72
2016-09-30 $352k 53k 6.69
2016-06-30 $282k 51k 5.54
2016-03-31 $121k 20k 5.99
2015-12-31 $131k 17k 7.61
2015-09-30 $273k 35k 7.85
2015-06-30 $390k 44k 8.87
2015-03-31 $112k 14k 7.82
2014-12-31 $98k 14k 7.27
2013-06-30 $98k 11k 9.26

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View all positions for LPL Financial

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