DWM
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Dakota Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dakota Wealth Management’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 		$754K Buy
38,163
+271
+0.7% +$5.69K 0.02% 459
2025
Q4 		$732K Buy
37,892
+4,260
+13% +$73.8K 0.01% 473
2025
Q3 		$563K Buy
33,632
+9,389
+39% +$150K 0.01% 459
2025
Q2 		$366K Buy
24,243
+9,605
+66% +$138K 0.01% 564
2025
Q1 		$226K Buy
+14,638
New +$223K 0.01% 687
2023
Q1 		– Sell
-10,884
Closed -$87.3K – 645
2022
Q4 		$87.3K Buy
10,884
+228
+2% +$1.45K 0.01% 591
2022
Q3 		$59K Buy
10,656
+490
+5% +$2.96K ﹤0.01% 566
2022
Q2 		$60K Buy
+10,166
New +$61.4K 0.01% 506

Other funds holding SMFG

Morgan Stanley
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
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