BerganKDV Wealth Management, LLC - SUMITOMO MITSUI FINL GROUP I ownership

SUMITOMO MITSUI FINL GROUP I's ticker is SMFG and the CUSIP is 86562M209. A total of 219 filers reported holding SUMITOMO MITSUI FINL GROUP I in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SUMITOMO MITSUI FINL GROUP I
ValueSharesWeighting
Q3 2020$1,0000.0%1230.0%0.00%
Q2 2020$1,000
-80.0%
123
-88.6%
0.00%
-100.0%
Q1 2020$5,000
-28.6%
1,078
+12.9%
0.00%0.0%
Q4 2019$7,000
+133.3%
955
+91.8%
0.00%0.0%
Q3 2019$3,000
-25.0%
4980.0%0.00%0.0%
Q2 2019$4,0000.0%4980.0%0.00%0.0%
Q1 2019$4,000
+33.3%
4980.0%0.00%0.0%
Q4 2018$3,0004980.00%
Other shareholders
SUMITOMO MITSUI FINL GROUP I shareholders Q4 2020
NameSharesValueWeighting ↓
Cowen Investment Management LLC 4,152,575$40,942,17851.93%
XY Capital Ltd 677,984$6,678,1423.83%
Capricorn Fund Managers Ltd 920,334$9,065,2903.15%
ANDERSON HOAGLAND & CO 828,637$8,162,0741.09%
Gilman Hill Asset Management, LLC 443,844$4,371,8650.86%
Ramirez Asset Management, Inc. 379,582$3,738,8830.80%
Legacy Wealth Asset Management, LLC 190,683$1,878,2280.69%
Georgetown University 157,800$1,554,3300.56%
Vanguard Capital Wealth Advisors 50,215$494,6180.46%
CHANNING GLOBAL ADVISORS, LLC 38,050$374,7920.36%
View complete list of SUMITOMO MITSUI FINL GROUP I shareholders