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Financial Management Professionals’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Management Professionals’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 		$27.3K Sell
1,141
-86
-7% -$1.91K ﹤0.01% 383
2026
Q1 		$24.2K Sell
1,227
-230
-16% -$4.83K ﹤0.01% 365
2025
Q4 		$28.2K Hold
1,457
– – ﹤0.01% 330
2025
Q3 		$24.4K Sell
1,457
-69
-5% -$1.1K ﹤0.01% 358
2025
Q2 		$23.1K Sell
1,526
-878
-37% -$12.6K ﹤0.01% 390
2025
Q1 		$37.2K Buy
2,404
+1,127
+88% +$17.1K ﹤0.01% 304
2024
Q4 		$18.5K Hold
1,277
– – ﹤0.01% 421
2024
Q3 		$16K Buy
1,277
+195
+18% +$2.58K ﹤0.01% 453
2024
Q2 		$15K Buy
1,082
+243
+29% +$2.94K ﹤0.01% 433
2024
Q1 		$10K Hold
839
– – ﹤0.01% 544
2023
Q4 		$8K Buy
839
+26
+3% +$252 ﹤0.01% 585
2023
Q3 		$8K Sell
813
-360
-31% -$3.33K ﹤0.01% 536
2023
Q2 		$10K Sell
1,173
-104
-8% -$859 ﹤0.01% 541
2023
Q1 		$10K Buy
1,277
+146
+13% +$1.24K ﹤0.01% 569
2022
Q4 		$9K Sell
1,131
-222
-16% -$1.41K ﹤0.01% 534
2022
Q3 		$7K Hold
1,353
– – ﹤0.01% 553
2022
Q2 		$8K Sell
1,353
-215
-14% -$1.3K ﹤0.01% 542
2022
Q1 		$10K Buy
1,568
+168
+12% +$1.2K ﹤0.01% 532
2021
Q4 		$10K Buy
+1,400
New +$9.48K ﹤0.01% 487

Other funds holding SMFG

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return