City Holding Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

City Holding Co’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	$5.75K	Hold	244	–	–	﹤0.01%	528
2026 Q1	$4.82K	Hold	244	–	–	﹤0.01%	517
2025 Q4	$4.71K	Hold	244	–	–	﹤0.01%	533
2025 Q3	$4.08K	Buy	+244	New	+$3.91K	﹤0.01%	539
2017 Q4	–	Sell	-268	Closed	-$2K	–	593
2017 Q3	$2K	Buy	+268	New	+$2.04K	﹤0.01%	541
2016 Q4	–	Sell	-135	Closed	-$1K	–	566
2016 Q3	$1K	Hold	135	–	–	﹤0.01%	530
2016 Q2	$1K	Buy	+135	New	+$825	﹤0.01%	555
2016 Q1	–	Sell	-302	Closed	-$2K	–	505
2015 Q4	$2K	Buy	+302	New	+$2.38K	﹤0.01%	449

Other funds holding SMFG

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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