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

Apollon 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 Q1	$232K	Sell	11,769 -3,153	-21%	-$66.2K	﹤0.01%	1250
2025 Q4	$288K	Buy	14,922 +749	+5%	+$13K	0.01%	1079
2025 Q3	$237K	Buy	14,173 +366	+3%	+$5.86K	﹤0.01%	1149
2025 Q2	$209K	Buy	13,807 +651	+5%	+$9.36K	﹤0.01%	1159
2025 Q1	$203K	Sell	13,156 -3,119	-19%	-$47.4K	﹤0.01%	1096
2024 Q4	$236K	Buy	16,275 +1,015	+7%	+$13.9K	0.01%	1037
2024 Q3	$193K	Sell	15,260 -614	-4%	-$8.11K	0.01%	1073
2024 Q2	$213K	Buy	15,874 +980	+7%	+$11.9K	0.01%	1002
2024 Q1	$175K	Buy	14,894 +75	+0.5%	+$805	0.01%	1045
2023 Q4	$143K	Buy	+14,819	New	+$144K	0.01%	1022

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return