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SUMITOMO MITSUI FINANCIAL GROUP, INC.: SRE position timeline

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

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 98,525 SRE 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 98,525 shares
    Change vs previous 13F -519 shares

    0.06% of the 13F portfolio, value $9,134,253.

    13F-HR 0001193125-26-311231 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).

  2. period ended2026-03-31
    13F 99,044 shares
    Change vs previous 13F +6,260 shares

    0.08% of the 13F portfolio, value $9,624,105.

    13F-HR 0001193125-26-174894 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).

  3. period ended2025-12-31
    13F 92,784 shares
    Change vs previous 13F +1,927 shares

    0.06% of the 13F portfolio, value $8,191,899.

    13F-HR 0001193125-26-034373 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).

  4. period ended2025-09-30
    13F 90,857 shares
    Change vs previous 13F +270 shares

    0.07% of the 13F portfolio, value $8,175,313.

    13F-HR 0001193125-25-249288 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).

  5. period ended2025-06-30
    13F 90,587 shares
    Change vs previous 13F +7,621 shares

    0.06% of the 13F portfolio, value $6,863,777.

    13F-HR 0000950123-25-006259 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).

  6. period ended2025-03-31
    13F 82,966 shares
    Change vs previous 13F +743 shares

    0.06% of the 13F portfolio, value $5,920,454.

    13F-HR 0000950123-25-003781 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).

  7. period ended2024-12-31
    13F 82,223 shares
    Change vs previous 13F +4,225 shares

    0.07% of the 13F portfolio, value $7,212,602.

    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 77,998 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,522,973.

    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).