AAS
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Ameritas Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ameritas Advisory Services’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
Q1 		$251K Sell
12,704
-1,270
-9% -$26.7K 0.01% 837
2025
Q4 		$270K Buy
+13,974
New +$242K 0.01% 801
2025
Q3 		– Sell
-265
Closed -$4K – 2806
2025
Q2 		$4K Buy
+265
New +$3.81K ﹤0.01% 2298
2023
Q2 		– Sell
-101
Closed -$842 – 2216
2023
Q1 		$842 Buy
+101
New +$855 ﹤0.01% 2575

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