EWM
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Empirical Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Empirical Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$158K Buy
+10,447
New +$158K ﹤0.01% 663
2025
Q1 		– Sell
-10,417
Closed -$151K – 706
2024
Q4 		$151K Buy
+10,417
New +$151K ﹤0.01% 585