Orion Portfolio Solutions »

Sumitomo Mitsui Financial Grp shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 89k 11.77
2023-12-31 $854k 86k 9.96
2023-09-30 $3.1M 315k 9.85
2023-06-30 $2.9M 338k 8.60
2023-03-31 $2.3M 293k 8.00
2019-12-31 $0 30 0.00

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Orion Portfolio Solutions

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