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SUMITOMO MITSUI FINANCIAL GROUP, INC.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMITOMO MITSUI FINANCIAL GROUP, INC. on AXP, newest first. How the timeline and the estimate are built.

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 458,352 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 458,352 shares
    Change vs previous 13F -4,269 shares

    0.79% of the 13F portfolio, value $155,037,564.

    13F-HR 0001193125-26-311231 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 96,529 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 361,823 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 462,621 shares
    Change vs previous 13F +14,485 shares

    0.81% of the 13F portfolio, value $139,933,600.

    13F-HR 0001193125-26-174894 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 95,918 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 366,703 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 448,136 shares
    Change vs previous 13F +2,642 shares

    0.9% of the 13F portfolio, value $165,787,913.

    13F-HR 0001193125-26-034373 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 86,871 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 361,265 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 445,494 shares
    Change vs previous 13F +24,135 shares

    0.82% of the 13F portfolio, value $147,975,287.

    13F-HR 0001193125-25-249288 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 82,863 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 362,631 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 421,359 shares
    Change vs previous 13F +31,560 shares

    0.78% of the 13F portfolio, value $134,405,094.

    13F-HR 0000950123-25-006259 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 74,212 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 347,147 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 389,799 shares
    Change vs previous 13F +74,538 shares

    0.69% of the 13F portfolio, value $104,875,421.

    13F-HR 0000950123-25-003781 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 57,950 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 331,849 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 315,261 shares
    Change vs previous 13F -4,465 shares

    0.96% of the 13F portfolio, value $93,566,312.

    13F-HR 0000950123-25-000621 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 319,726 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $86,709,691.

    13F-HR 0000950123-24-009729 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).