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Sumitomo Mitsui Trust Group, Inc.: FERG position timeline

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

Sumitomo Mitsui Trust Group, Inc. held 442,931 FERG 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 442,931 shares
    Change vs previous 13F -473 shares

    0.06% of the 13F portfolio, value $105,120,814.

    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 443,404 shares
    Change vs previous 13F -22,488 shares

    0.07% of the 13F portfolio, value $103,428,417.

    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 465,892 shares
    Change vs previous 13F -31,280 shares

    0.06% of the 13F portfolio, value $103,721,536.

    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 497,172 shares
    Change vs previous 13F -2,258 shares

    0.06% of the 13F portfolio, value $111,654,888.

    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 499,430 shares
    Change vs previous 13F +6,842 shares

    0.07% of the 13F portfolio, value $108,750,883.

    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 492,588 shares
    Change vs previous 13F +481 shares

    0.06% of the 13F portfolio, value $78,927,375.

    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 492,107 shares
    Change vs previous 13F +1,074 shares

    0.06% of the 13F portfolio, value $85,415,012.

    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 491,033 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $97,504,423.

    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).