Abound Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Abound Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06K	Hold	45	–	–	﹤0.01%	815
2026 Q1	$889	Hold	45	–	–	﹤0.01%	993
2025 Q4	$870	Hold	45	–	–	﹤0.01%	915
2025 Q3	$754	Hold	45	–	–	﹤0.01%	891
2025 Q2	$680	Sell	45 -11	-20%	-$158	﹤0.01%	834
2025 Q1	$866	Sell	56 -36	-39%	-$548	﹤0.01%	769
2024 Q4	$1.33K	Hold	92	–	–	﹤0.01%	709
2024 Q3	$1.16K	Sell	92 -26	-22%	-$343	﹤0.01%	766
2024 Q2	$1.58K	Hold	118	–	–	﹤0.01%	665
2024 Q1	$1.39K	Hold	118	–	–	﹤0.01%	724
2023 Q4	$1.14K	Hold	118	–	–	﹤0.01%	749
2023 Q3	$1.16K	Hold	118	–	–	﹤0.01%	702
2023 Q2	$1.01K	Buy	+118	New	+$975	﹤0.01%	734

Other funds holding SMFG

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return