CoreCap Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

CoreCap Advisors’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	$2.76K	Buy	+117	New	+$2.6K	﹤0.01%	2454
2024 Q2	–	Sell	-430	Closed	-$5.06K	–	2434
2024 Q1	$5.06K	Buy	+430	New	+$4.61K	﹤0.01%	1916
2022 Q4	$3.45K	Buy	+430	New	+$2.74K	﹤0.01%	1837
2022 Q3	–	Sell	-430	Closed	-$3K	–	1833
2022 Q2	$3K	Buy	+430	New	+$2.6K	﹤0.01%	1811
2022 Q1	–	Sell	-479	Closed	-$3K	–	1835
2021 Q4	$3K	Buy	+479	New	+$3.24K	﹤0.01%	1895

Other funds holding SMFG

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return