Cornerstone Planning Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cornerstone Planning Group’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	$40K	Buy	1,887 +295	+19%	+$6.2K	0.01%	458
2025 Q4	$33.4K	Buy	1,592 +1,543	+3,149%	+$26.7K	0.01%	441
2025 Q3	$6.02K	Sell	49 -817	-94%	-$13.1K	﹤0.01%	901
2025 Q2	$13.2K	Buy	866 +133	+18%	+$1.91K	﹤0.01%	496
2025 Q1	$10K	Hold	733	–	–	﹤0.01%	566
2024 Q4	$10.9K	Buy	733 +158	+27%	+$2.17K	﹤0.01%	413
2024 Q3	$7.31K	Buy	575 +55	+11%	+$726	﹤0.01%	483
2024 Q2	$6.28K	Buy	520 +297	+133%	+$3.6K	﹤0.01%	527
2024 Q1	$2.58K	Buy	223 +191	+597%	+$2.05K	﹤0.01%	617
2023 Q4	$310	Hold	32	–	–	﹤0.01%	828
2023 Q3	$315	Buy	+32	New	+$296	﹤0.01%	968

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