Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		$175K Sell
2025
Q1 		$287K Sell
2024
Q4 		$446K Buy
2024
Q3 		$288K Buy
2024
Q2 		$258K Sell
2024
Q1 		$252K Buy
2023
Q4 		$161K Sell
2023
Q3 		$223K Buy