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Sumitomo Mitsui Trust Group, Inc.: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on BEN, newest first. How the timeline and the estimate are built.

Sumitomo Mitsui Trust Group, Inc. held 188,553 BEN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,553 shares
    Change vs previous 13F -17,653 shares

    <0.01% of the 13F portfolio, value $6,273,158.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    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 206,206 shares
    Change vs previous 13F -90,993 shares

    <0.01% of the 13F portfolio, value $4,870,586.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, Inc.
    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 297,199 shares
    Change vs previous 13F +4,862 shares

    <0.01% of the 13F portfolio, value $7,100,084.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    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 292,337 shares
    Change vs previous 13F -51,045 shares

    <0.01% of the 13F portfolio, value $6,761,755.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    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 343,382 shares
    Change vs previous 13F -508,272 shares

    0.01% of the 13F portfolio, value $8,189,661.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
    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 851,654 shares
    Change vs previous 13F +7,732 shares

    0.01% of the 13F portfolio, value $16,394,340.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, Inc.
    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 843,922 shares
    Change vs previous 13F +37,021 shares

    0.01% of the 13F portfolio, value $17,123,177.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
    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 806,901 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,259,055.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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