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Sumitomo Mitsui Financial Grp shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $227k 19k 11.77
2023-12-31 $514k 53k 9.68
2023-09-30 $616k 63k 9.85

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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