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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,295	Closed	-$159K	–	266
2025 Q1	$159K	Buy	+10,295	New	+$159K	0.07%	198