Bogart Wealth LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bogart Wealth LLC’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	$632	Hold	32	–	–	﹤0.01%	1530
2025 Q4	$619	Hold	32	–	–	﹤0.01%	1405
2025 Q3	$536	Hold	32	–	–	﹤0.01%	1400
2025 Q2	$484	Hold	32	–	–	﹤0.01%	1360
2025 Q1	$495	Buy	+32	New	+$487	﹤0.01%	1283
2022 Q2	–	Sell	-300	Closed	-$2K	–	991
2022 Q1	$2K	Hold	300	–	–	﹤0.01%	700
2021 Q4	$2K	Hold	300	–	–	﹤0.01%	668
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	645
2021 Q2	$2K	Hold	300	–	–	﹤0.01%	614
2021 Q1	$2K	Hold	300	–	–	﹤0.01%	568
2020 Q4	$1K	Buy	+300	New	+$1.76K	﹤0.01%	443

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